HDFC ELSS Tax saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare

HDFC ELSS Tax saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare

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Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

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HDFC ELSS Tax saver Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹941 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	3.65%	2.94%
6 Month	14.5%	15.26%
1 Year	-1.22%	2.56%
3 Year	13.81%	21.04%
5 Year	20.79%	25.16%

SIP Return Analysis

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
6 Month	3.8%	4.07%
1 Year	12.18%	14.05%
3 Year	13.83%	20.56%
5 Year	14.82%	21.38%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Year	7.82%	17.03%
3 Year	16.44%	15.38%
5 Year	13.97%	15.1%

Risk Management

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation	12.19%	11.49%
Sharp	0.56%	1.16%
Beta	0.90%	0.86%
Alpha	0.34%	7.12%

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	6.18	6.64
Large Cap	70.91	77.83
Mid Cap	10.72	4.44
Small Cap	12.19	11.09

Sector Allocation

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	2.22	6.07
Energy	4.95	1.19
Industrials	9.51	5.69
Technology	9.55	5.21
Consumer Cyclical	14.42	16.05
Basic Materials	7.34	6
Healthcare	4.88	9.73
Consumer Defensive	7.29	0.81
Financial Services	33.93	42.46
Utilities	2.09	1.76
Communication Services	3.83	4.55
Real Estate	-	0.49

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