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) | ₹942 Cr | ₹34302 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 | 1.12% | 1.32% |
| 6 Month | 6% | 5.52% |
| 1 Year | 3.24% | 2.73% |
| 3 Year | 14.43% | 13.06% |
| 5 Year | 19.56% | 13.92% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.57% | 3.07% |
| 1 Year | 12.61% | 11.96% |
| 3 Year | 12.87% | 14.16% |
| 5 Year | 13.95% | 11.66% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.68% | 14.03% |
| 3 Year | 16.18% | 14.04% |
| 5 Year | 14.67% | 16.73% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.89% | 15.43% |
| Sharp | 0.67% | 0.56% |
| Beta | 0.88% | 0.87% |
| Alpha | -0.42% | -2.09% |
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 | 7.82 | - |
| Large Cap | 70.1 | 79.06 |
| Mid Cap | 11.64 | 17.62 |
| Small Cap | 10.45 | 3.31 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.05 | 2.44 |
| Energy | 5.08 | - |
| Industrials | 8.92 | - |
| Technology | 9.59 | - |
| Consumer Cyclical | 15.84 | - |
| Financial Services | 33.23 | - |
| Basic Materials | 7.24 | - |
| Healthcare | 4.85 | - |
| Consumer Defensive | 5.8 | - |
| Utilities | 1.83 | - |
| Communication Services | 3.85 | - |
| Real Estate | 0.73 | - |
| Petroleum Products | - | 2 |
| Electrical Equipment | - | 4.29 |
| Industrial Products | - | 1.04 |
| IT - Software | - | 6.51 |
| Construction | - | 2.46 |
| Retailing | - | 7.58 |
| Finance | - | 7.85 |
| Healthcare Services | - | 2.91 |
| Diversified FMCG | - | 1.16 |
| Banks | - | 18.56 |
| Non - Ferrous Metals | - | 0.31 |
| Pharmaceuticals & Biotechnology | - | 5.66 |
| Chemicals & Petrochemicals | - | 3.16 |
| Leisure Services | - | 1.47 |
| Automobiles | - | 6.86 |
| Aerospace & Defense | - | 1.32 |
| Auto Components | - | 2.25 |
| Ferrous Metals | - | 0.06 |
| Personal Products | - | 0.45 |
| Capital Markets | - | 0.22 |
| Fertilizers & Agrochemicals | - | 2.16 |
| Consumer Durables | - | 2.15 |
| Agricultural Food & other Products | - | 0.23 |
| Beverages | - | 0.6 |
| Realty | - | 1.05 |
| Food Products | - | 0.45 |
| Power | - | 2.5 |
| Telecom - Services | - | 4.45 |
| Financial Technology (Fintech) | - | 0.96 |
| Cement & Cement Products | - | 2.49 |
| Transport Services | - | 2.01 |
| Insurance | - | 1.6 |
| Industrial Manufacturing | - | 0.78 |
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