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) | ₹6531 Cr | ₹942 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 | 3.39% | 2.58% |
| 6 Month | 5.23% | 6.41% |
| 1 Year | 3.58% | 5.23% |
| 3 Year | 18.01% | 14.64% |
| 5 Year | 23.8% | 20.73% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.73% | -0.33% |
| 1 Year | 3.74% | 7.03% |
| 3 Year | 13.68% | 10.92% |
| 5 Year | 15.8% | 12.91% |
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% | 7.68% |
| 3 Year | 17.1% | 16.18% |
| 5 Year | 17.74% | 14.67% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.55% | 11.89% |
| Sharp | 0.87% | 0.67% |
| Beta | 0.94% | 0.88% |
| Alpha | 2.12% | -0.42% |
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 | 5.08 | 7.82 |
| Large Cap | 73.64 | 70.1 |
| Small Cap | 8.83 | 10.45 |
| Mid Cap | 12.46 | 11.64 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Others | 4.75 | 3.05 |
| Energy | 3.08 | 5.08 |
| Technology | 8.34 | 9.59 |
| Industrials | 12.56 | 8.92 |
| Financial Services | 30.44 | 33.23 |
| Healthcare | 6.76 | 4.85 |
| Basic Materials | 5.79 | 7.24 |
| Consumer Cyclical | 11.04 | 15.84 |
| Communication Services | 5.21 | 3.85 |
| Utilities | 5.07 | 1.83 |
| Consumer Defensive | 5.22 | 5.8 |
| Real Estate | 1.75 | 0.73 |
Top Comparisons
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns19.23%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns16.1%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns22.52%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns22.48%
Franklin India Dividend Yield Fund - Growth Plan
3Y Returns18.37%
UTI-Dividend Yield Fund.-Growth
3Y Returns20.34%
Kotak Banking and PSU Debt - Growth
3Y Returns7.57%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.54%