Edelweiss ELSS Tax saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹942 Cr | ₹417 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 30 Dec 2008 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 57% |
| Expense Ratio | 2.18 | 2.35 |
| Manager | Manish Lodha | Trideep Bhattacharya |
| ISIN Code | INF174V01077 | INF754K01517 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.35% | 3.66% |
| 6 Month | 6.58% | 9.55% |
| 1 Year | 6.09% | 4.92% |
| 3 Year | 14.68% | 16.01% |
| 5 Year | 20.2% | 19.05% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.57% | 4.55% |
| 1 Year | 12.61% | 15.6% |
| 3 Year | 12.87% | 15.53% |
| 5 Year | 13.95% | 15.18% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.68% | 11.64% |
| 3 Year | 16.18% | 13.8% |
| 5 Year | 14.67% | 13.72% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.89% | 13.18% |
| Sharp | 0.67% | 0.71% |
| Beta | 0.88% | 0.98% |
| Alpha | -0.42% | 0.14% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Lodha | Trideep Bhattacharya |
| Total AUM | ₹10881 Cr | ₹0 Cr |
| Funds Managed | 9 | 9 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.82 | 5.26 |
| Large Cap | 70.1 | 60.25 |
| Mid Cap | 11.64 | 18.76 |
| Small Cap | 10.45 | 15.72 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.05 | 2.75 |
| Energy | 5.08 | 6.01 |
| Industrials | 8.92 | 9.37 |
| Technology | 9.59 | 10.96 |
| Consumer Cyclical | 15.84 | 10.96 |
| Financial Services | 33.23 | 35.22 |
| Basic Materials | 7.24 | 4.85 |
| Healthcare | 4.85 | 7.63 |
| Consumer Defensive | 5.8 | 5.14 |
| Utilities | 1.83 | 2.13 |
| Communication Services | 3.85 | 3.78 |
| Real Estate | 0.73 | 1.19 |
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