DSP ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹973 Cr | ₹17609 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 18 Jan 2007 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 35% |
| Expense Ratio | 2.18 | 1.64 |
| Manager | Manish Lodha | Rohit Singhania |
| ISIN Code | INF174V01077 | INF740K01185 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.65% | -1.09% |
| 6 Month | -0.81% | 2.09% |
| 1 Year | 8.68% | 10.71% |
| 3 Year | 14.69% | 20.27% |
| 5 Year | 16.08% | 19.1% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.57% | 3.16% |
| 1 Year | 10.31% | 13.11% |
| 3 Year | 10.85% | 15.86% |
| 5 Year | 12.59% | 16.74% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.39% | 13.56% |
| 3 Year | 15.67% | 16.83% |
| 5 Year | 15.51% | 16.17% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.67% | 12.88% |
| Sharp | 0.70% | 0.99% |
| Beta | 0.89% | 0.96% |
| Alpha | -0.32% | 3.48% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Manish Lodha | Rohit Singhania |
| Total AUM | ₹10881 Cr | ₹46862 Cr |
| Funds Managed | 9 | 7 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.93 | 7.71 |
| Large Cap | 68.56 | 64.66 |
| Mid Cap | 12.52 | 16.19 |
| Small Cap | 8.99 | 11.43 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.98 | 1.34 |
| Energy | 6.41 | 5.71 |
| Industrials | 8.34 | 4.78 |
| Technology | 12.23 | 9.44 |
| Consumer Cyclical | 15.45 | 10.51 |
| Financial Services | 33.47 | 39.01 |
| Basic Materials | 5.67 | 7.63 |
| Consumer Defensive | 4.93 | 4.35 |
| Healthcare | 5.06 | 8.65 |
| Communication Services | 4.5 | 4.95 |
| Utilities | 1.08 | 3.63 |
| Real Estate | 0.87 | - |
Top Comparisons
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.3%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.33%
HDFC Multi Cap Fund - Growth Option
3Y Returns19.74%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
SBI Savings Fund - Regular Plan - Growth
3Y Returns7%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.09%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.04%
DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth
3Y Returns8.8%