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) | ₹982 Cr | ₹4184 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 | -0.11% | -1.74% |
| 6 Month | 3.34% | 1.91% |
| 1 Year | 3.59% | -2.84% |
| 3 Year | 14.19% | 18.71% |
| 5 Year | 17.63% | 17.26% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.11% | 0.31% |
| 1 Year | 13.7% | 11.38% |
| 3 Year | 12.45% | 16.09% |
| 5 Year | 13.44% | 16.1% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.39% | 12.95% |
| 3 Year | 15.88% | 14.55% |
| 5 Year | 15.25% | 13.58% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.85% | 14.06% |
| Sharp | 0.63% | 0.85% |
| Beta | 0.88% | 0.99% |
| Alpha | -0.15% | 3.41% |
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 | 9.12 | 4.26 |
| Large Cap | 68.92 | 47.07 |
| Mid Cap | 11.54 | 22.92 |
| Small Cap | 10.42 | 25.75 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 2.92 | 1.65 |
| Energy | 5.38 | 4.42 |
| Industrials | 8.28 | 15.47 |
| Technology | 11.03 | 13.32 |
| Consumer Cyclical | 15.22 | 20.73 |
| Financial Services | 33.45 | 24.01 |
| Basic Materials | 6.98 | 5.55 |
| Healthcare | 4.59 | 5.08 |
| Consumer Defensive | 5.21 | 2.94 |
| Communication Services | 4.53 | 2.28 |
| Utilities | 1.59 | 3.01 |
| Real Estate | 0.83 | 1.55 |
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