Axis ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹941 Cr | ₹34528 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 29 Dec 2009 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | 25% |
Expense Ratio | 2.18 | 1.53 |
Manager | Manish Lodha | Shreyash Devalkar |
ISIN Code | INF174V01077 | INF846K01131 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.04% | 2.07% |
6 Month | 15% | 14.13% |
1 Year | -1.38% | -1.08% |
3 Year | 14.12% | 11.86% |
5 Year | 20.38% | 15.61% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.8% | 3.52% |
1 Year | 12.18% | 10.73% |
3 Year | 13.83% | 14.58% |
5 Year | 14.82% | 12.04% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.82% | 14.24% |
3 Year | 16.44% | 14.15% |
5 Year | 13.97% | 16.86% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.19% | 15.43% |
Sharp | 0.56% | 0.45% |
Beta | 0.90% | 0.88% |
Alpha | 0.34% | -2.28% |
Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Name | Manish Lodha | Shreyash Devalkar |
Total AUM | ₹10881 Cr | ₹166770 Cr |
Funds Managed | 9 | 14 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 6.18 | 8.32 |
Large Cap | 70.91 | 66.94 |
Mid Cap | 10.72 | 21.76 |
Small Cap | 12.19 | 2.99 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 2.22 | 2.58 |
Energy | 4.95 | 2.16 |
Industrials | 9.51 | 10.94 |
Technology | 9.55 | 7.59 |
Consumer Cyclical | 14.42 | 14.4 |
Basic Materials | 7.34 | 8.25 |
Healthcare | 4.88 | 9.41 |
Consumer Defensive | 7.29 | 5.28 |
Financial Services | 33.93 | 30.08 |
Utilities | 2.09 | 2.91 |
Communication Services | 3.83 | 5.23 |
Real Estate | - | 1.16 |
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