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) | ₹942 Cr | ₹15216 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 | -1.11% | 0.05% |
6 Month | 10.71% | 15.51% |
1 Year | -0.28% | 0.62% |
3 Year | 15.17% | 15.38% |
5 Year | 19.92% | 13.64% |
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 | 1.26% | 2.71% |
1 Year | 10.95% | 15.5% |
3 Year | 12.76% | 14.92% |
5 Year | 14% | 12.72% |
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 | 7.68% | 10.63% |
3 Year | 16.18% | 12% |
5 Year | 14.67% | 12.98% |
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 | 11.92% | 11.52% |
Sharp | 0.68% | 0.7% |
Beta | 0.90% | 0.92% |
Alpha | 0.11% | -1.08% |
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 | 6.79 | 4.25 |
Large Cap | 70.94 | 68.17 |
Mid Cap | 10.65 | 9.54 |
Small Cap | 11.62 | 18.04 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Others | 2.82 | 2 |
Energy | 5.06 | 4.84 |
Industrials | 9.47 | 7.24 |
Technology | 10.06 | 8.68 |
Consumer Cyclical | 15.39 | 14.64 |
Basic Materials | 7.57 | 7.35 |
Healthcare | 4.68 | 10.57 |
Consumer Defensive | 8.18 | 8.86 |
Financial Services | 30.87 | 30.61 |
Utilities | 1.99 | 1.22 |
Communication Services | 3.91 | 3.43 |
Real Estate | - | 0.58 |
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