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 | 0.95% | 0.86% |
| 6 Month | 7.63% | 7.73% |
| 1 Year | 5.15% | 4.54% |
| 3 Year | 14.69% | 13.96% |
| 5 Year | 19.25% | 13.63% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.34% | 1.4% |
| 1 Year | 10.81% | 10.04% |
| 3 Year | 12.13% | 13.1% |
| 5 Year | 13.43% | 11.07% |
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% | 13.77% |
| 3 Year | 16.18% | 14.04% |
| 5 Year | 14.67% | 16.57% |
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% | 0.62% |
| Beta | 0.88% | 0.88% |
| Alpha | -0.42% | -1.47% |
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 | 9 |
| Large Cap | 70.1 | 67.07 |
| Mid Cap | 11.64 | 21.2 |
| Small Cap | 10.45 | 2.73 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.05 | 2.45 |
| Energy | 5.08 | 2 |
| Industrials | 8.92 | 11.11 |
| Technology | 9.59 | 7.95 |
| Consumer Cyclical | 15.84 | 16.8 |
| Financial Services | 33.23 | 29.22 |
| Basic Materials | 7.24 | 8.2 |
| Healthcare | 4.85 | 8.56 |
| Consumer Defensive | 5.8 | 4.34 |
| Utilities | 1.83 | 2.89 |
| Communication Services | 3.85 | 5.43 |
| Real Estate | 0.73 | 1.04 |
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