Franklin India ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India ELSS Tax Saver Fund-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6693 Cr | ₹973 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Apr 1999 | 18 Oct 2016 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20.34% | 73% |
| Expense Ratio | 1.81 | 2.18 |
| Manager | R Janakiraman | Manish Lodha |
| ISIN Code | INF090I01775 | INF174V01077 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.46% | -2.8% |
| 6 Month | -1.62% | -0.42% |
| 1 Year | 5.68% | 8.79% |
| 3 Year | 18.26% | 14.75% |
| 5 Year | 17.88% | 16.1% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.23% | -3.6% |
| 1 Year | -3.87% | -1.04% |
| 3 Year | 9.62% | 7.95% |
| 5 Year | 13.44% | 11% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.33% | 7.39% |
| 3 Year | 17.55% | 15.67% |
| 5 Year | 17.38% | 15.51% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.29% | 12.44% |
| Sharp | 0.94% | 0.77% |
| Beta | 0.94% | 0.88% |
| Alpha | 1.45% | -0.56% |
Fund Managers
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Name | R Janakiraman | Manish Lodha |
| Total AUM | ₹50034 Cr | ₹10881 Cr |
| Funds Managed | 8 | 9 |
| Franklin India ELSS Tax Saver Fund-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Others | 8.43 | 9.93 |
| Large Cap | 72.96 | 68.56 |
| Small Cap | 8.15 | 8.99 |
| Mid Cap | 10.45 | 12.52 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Others | 3.74 | 1.98 |
| Energy | 3.46 | 6.41 |
| Technology | 8.94 | 12.23 |
| Industrials | 13.24 | 8.34 |
| Financial Services | 32.3 | 33.47 |
| Healthcare | 5.31 | 5.06 |
| Basic Materials | 5.41 | 5.67 |
| Consumer Cyclical | 10.54 | 15.45 |
| Communication Services | 4.63 | 4.5 |
| Utilities | 4.82 | 1.08 |
| Consumer Defensive | 6.14 | 4.93 |
| Real Estate | 1.48 | 0.87 |
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