HSBC ELSS Tax saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹953 Cr | ₹4144 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 27 Feb 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | 70% |
Expense Ratio | 2.18 | 1.89 |
Manager | Manish Lodha | Gautam Bhupal |
ISIN Code | INF174V01077 | INF677K01064 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Month | -2.78% | -2.96% |
6 Month | 10.06% | 12.25% |
1 Year | 0.22% | 1.67% |
3 Year | 13.58% | 18.82% |
5 Year | 20.49% | 20.62% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 2.03% | 3.1% |
1 Year | 4.01% | 3.12% |
3 Year | 12.2% | 17.78% |
5 Year | 14.18% | 17.18% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 7.82% | 13.26% |
3 Year | 16.44% | 14.33% |
5 Year | 13.97% | 13.37% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.20% | 14.03% |
Sharp | 0.70% | 0.97% |
Beta | 0.90% | 0.95% |
Alpha | 0.11% | 4.68% |
Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Name | Manish Lodha | Gautam Bhupal |
Total AUM | ₹10881 Cr | ₹25949 Cr |
Funds Managed | 9 | 13 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 6.18 | 3.03 |
Large Cap | 70.91 | 47.12 |
Mid Cap | 10.72 | 23.19 |
Small Cap | 12.19 | 26.66 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 2.22 | 1.06 |
Energy | 4.95 | 4.21 |
Industrials | 9.51 | 17.07 |
Technology | 9.55 | 10.45 |
Consumer Cyclical | 14.42 | 21.11 |
Basic Materials | 7.34 | 5.85 |
Healthcare | 4.88 | 5.43 |
Consumer Defensive | 7.29 | 3.4 |
Financial Services | 33.93 | 24.72 |
Utilities | 2.09 | 3.04 |
Communication Services | 3.83 | 2.16 |
Real Estate | - | 1.5 |
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