HDFC ELSS Tax saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
HDFC ELSS Tax saver Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹942 Cr | ₹16525 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 02 Apr 1996 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | 36.4% |
Expense Ratio | 2.18 | 1.7 |
Manager | Manish Lodha | Dhruv Muchhal |
ISIN Code | INF174V01077 | INF179K01BB8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
1 Month | -1.11% | 0.5% |
6 Month | 10.71% | 12.37% |
1 Year | -0.28% | 3.78% |
3 Year | 15.17% | 22.75% |
5 Year | 19.92% | 25.19% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
6 Month | 1.26% | 2.88% |
1 Year | 10.95% | 15.07% |
3 Year | 12.76% | 19.91% |
5 Year | 14% | 20.91% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
1 Year | 7.68% | 16.69% |
3 Year | 16.18% | 15.49% |
5 Year | 14.67% | 15.17% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Standard Deviation | 11.92% | 11.34% |
Sharp | 0.68% | 1.25% |
Beta | 0.90% | 0.86% |
Alpha | 0.11% | 6.51% |
Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Name | Manish Lodha | Dhruv Muchhal |
Total AUM | ₹10881 Cr | ₹520687 Cr |
Funds Managed | 9 | 40 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Others | 6.79 | 7.15 |
Large Cap | 70.94 | 77.84 |
Mid Cap | 10.65 | 4 |
Small Cap | 11.62 | 11.01 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Others | 2.82 | 6.56 |
Energy | 5.06 | 1.15 |
Industrials | 9.47 | 5.72 |
Technology | 10.06 | 5.18 |
Consumer Cyclical | 15.39 | 17.51 |
Basic Materials | 7.57 | 5.76 |
Healthcare | 4.68 | 10.02 |
Consumer Defensive | 8.18 | 0.79 |
Financial Services | 30.87 | 41.13 |
Utilities | 1.99 | 1.67 |
Communication Services | 3.91 | 4.51 |
Real Estate | - | 0 |
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