ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹973 Cr | ₹15415 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 07 Mar 2008 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 26% |
| Expense Ratio | 2.18 | 1.7 |
| Manager | Manish Lodha | Atul Penkar |
| ISIN Code | INF174V01077 | INF209K01108 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Month | -2.8% | -1.56% |
| 6 Month | -0.42% | 1.16% |
| 1 Year | 8.79% | 12.74% |
| 3 Year | 14.75% | 15.72% |
| 5 Year | 16.1% | 11.2% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | -3.6% | -3.01% |
| 1 Year | -1.04% | 2.75% |
| 3 Year | 7.95% | 10.51% |
| 5 Year | 11% | 10.72% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 7.39% | 10.4% |
| 3 Year | 15.67% | 12.18% |
| 5 Year | 15.51% | 12.97% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 12.44% | 11.52% |
| Sharp | 0.77% | 0.73% |
| Beta | 0.88% | 0.93% |
| Alpha | -0.56% | -1.17% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Name | Manish Lodha | Atul Penkar |
| Total AUM | ₹10881 Cr | ₹21393 Cr |
| Funds Managed | 9 | 3 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 9.93 | 6.84 |
| Large Cap | 68.56 | 68.38 |
| Mid Cap | 12.52 | 8.64 |
| Small Cap | 8.99 | 16.14 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 1.98 | 1.24 |
| Energy | 6.41 | 4.53 |
| Industrials | 8.34 | 7.33 |
| Technology | 12.23 | 10.09 |
| Consumer Cyclical | 15.45 | 13.73 |
| Financial Services | 33.47 | 32.64 |
| Basic Materials | 5.67 | 4.67 |
| Consumer Defensive | 4.93 | 8.38 |
| Healthcare | 5.06 | 10.27 |
| Communication Services | 4.5 | 3.64 |
| Utilities | 1.08 | 2.02 |
| Real Estate | 0.87 | 1.46 |
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