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) | ₹980 Cr | ₹17428 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 | -2.78% | -3.14% |
6 Month | 10.06% | 8.86% |
1 Year | 0.22% | 1.4% |
3 Year | 13.58% | 18.65% |
5 Year | 20.49% | 23.35% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.13% | 1.7% |
1 Year | 3.09% | 0.23% |
3 Year | 11.91% | 16.8% |
5 Year | 14.02% | 17.61% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.82% | 14.04% |
3 Year | 16.44% | 16.42% |
5 Year | 13.97% | 15.92% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.20% | 12.57% |
Sharp | 0.70% | 1.05% |
Beta | 0.90% | 0.94% |
Alpha | 0.11% | 3.08% |
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 | 6.18 | 6.87 |
Large Cap | 70.91 | 62.7 |
Mid Cap | 10.72 | 16.62 |
Small Cap | 12.19 | 13.81 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 2.22 | 4.24 |
Energy | 4.95 | 4.21 |
Industrials | 9.51 | 5.36 |
Technology | 9.55 | 7.78 |
Consumer Cyclical | 14.42 | 10.34 |
Basic Materials | 7.34 | 8.46 |
Healthcare | 4.88 | 9.79 |
Consumer Defensive | 7.29 | 4.75 |
Financial Services | 33.93 | 36.48 |
Utilities | 2.09 | 3.67 |
Communication Services | 3.83 | 4.93 |
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