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) | ₹982 Cr | ₹35084 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 | -1.29% | -2.1% |
| 6 Month | -0.22% | -1.38% |
| 1 Year | 6.86% | 3.71% |
| 3 Year | 14.69% | 14.09% |
| 5 Year | 16.52% | 10.29% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.09% | 0.67% |
| 1 Year | 11.45% | 7.66% |
| 3 Year | 11.92% | 11.87% |
| 5 Year | 13.33% | 10.73% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.36% | 13.69% |
| 3 Year | 15.82% | 14.01% |
| 5 Year | 15.36% | 16.47% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.85% | 15.43% |
| Sharp | 0.63% | 0.63% |
| Beta | 0.88% | 0.89% |
| Alpha | -0.15% | -0.79% |
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 | 10.1 | 8.51 |
| Large Cap | 67.82 | 66.01 |
| Mid Cap | 12.58 | 22.48 |
| Small Cap | 9.5 | 3 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.27 | 1.3 |
| Energy | 5.61 | 1.65 |
| Industrials | 8.27 | 11.59 |
| Technology | 12.2 | 8.54 |
| Consumer Cyclical | 15.54 | 15.98 |
| Financial Services | 33.67 | 30.23 |
| Basic Materials | 6.33 | 8.31 |
| Consumer Defensive | 4.91 | 3.64 |
| Healthcare | 4.68 | 9.02 |
| Communication Services | 4.4 | 6.14 |
| Utilities | 1.22 | 2.46 |
| Real Estate | 0.91 | 1.12 |
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