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) | ₹982 Cr | ₹15691 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 | -0.11% | 0.37% |
| 6 Month | 3.34% | 4.7% |
| 1 Year | 3.59% | 5.58% |
| 3 Year | 14.19% | 14.12% |
| 5 Year | 17.63% | 12.07% |
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 | 2.11% | 2.35% |
| 1 Year | 13.7% | 17.65% |
| 3 Year | 12.45% | 14.68% |
| 5 Year | 13.44% | 12.68% |
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% | 10.48% |
| 3 Year | 15.88% | 12.12% |
| 5 Year | 15.25% | 13.01% |
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 | 11.85% | 12.40% |
| Sharp | 0.63% | 0.61% |
| Beta | 0.88% | 0.93% |
| Alpha | -0.15% | -0.47% |
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 | 9.12 | 4.79 |
| Large Cap | 68.92 | 67.32 |
| Mid Cap | 11.54 | 9.13 |
| Small Cap | 10.42 | 18.75 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 2.92 | 1.26 |
| Energy | 5.38 | 5.28 |
| Industrials | 8.28 | 7.5 |
| Technology | 11.03 | 9.74 |
| Consumer Cyclical | 15.22 | 13.67 |
| Financial Services | 33.45 | 31.64 |
| Basic Materials | 6.98 | 4.56 |
| Healthcare | 4.59 | 11.17 |
| Consumer Defensive | 5.21 | 8.01 |
| Communication Services | 4.53 | 3.49 |
| Utilities | 1.59 | 2.1 |
| Real Estate | 0.83 | 1.59 |
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