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) | ₹941 Cr | ₹411 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 | 3.65% | 2.23% |
6 Month | 14.5% | 14.42% |
1 Year | -1.22% | -2.96% |
3 Year | 13.81% | 14.47% |
5 Year | 20.79% | 19.06% |
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 | 3.8% | 3.12% |
1 Year | 12.18% | 8.3% |
3 Year | 13.83% | 14.52% |
5 Year | 14.82% | 14.69% |
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 | 7.82% | 11.9% |
3 Year | 16.44% | 13.66% |
5 Year | 13.97% | 13.67% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.19% | 13.30% |
Sharp | 0.56% | 0.59% |
Beta | 0.90% | 0.98% |
Alpha | 0.34% | 0.75% |
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 | 6.18 | 5.34 |
Large Cap | 70.91 | 61.18 |
Mid Cap | 10.72 | 17.91 |
Small Cap | 12.19 | 15.57 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.22 | 2.21 |
Energy | 4.95 | 6.09 |
Industrials | 9.51 | 8.76 |
Technology | 9.55 | 10.99 |
Consumer Cyclical | 14.42 | 10.12 |
Basic Materials | 7.34 | 4.94 |
Healthcare | 4.88 | 8.58 |
Consumer Defensive | 7.29 | 5.14 |
Financial Services | 33.93 | 35.61 |
Utilities | 2.09 | 2.43 |
Communication Services | 3.83 | 3.87 |
Real Estate | - | 1.27 |
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