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Invesco India ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹953 Cr | ₹2822 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 29 Dec 2006 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 73% | 69% |
| Expense Ratio | 2.18 | 1.93 |
| Manager | Manish Lodha | Dhimant Kothari |
| ISIN Code | INF174V01077 | INF205K01270 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Month | -1.35% | -1.55% |
| 6 Month | 13.83% | 14.83% |
| 1 Year | -3.16% | -3.38% |
| 3 Year | 14.31% | 16.83% |
| 5 Year | 19.45% | 18.03% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 0.65% | 1.17% |
| 1 Year | 4.81% | 1.7% |
| 3 Year | 12.21% | 15.06% |
| 5 Year | 14.25% | 14.73% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 7.82% | 13.26% |
| 3 Year | 16.44% | 14.85% |
| 5 Year | 13.97% | 15.63% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 12.20% | 13% |
| Sharp | 0.70% | 0.87% |
| Beta | 0.90% | 1% |
| Alpha | 0.11% | 0.74% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Name | Manish Lodha | Dhimant Kothari |
| Total AUM | ₹10881 Cr | ₹8118 Cr |
| Funds Managed | 9 | 7 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 6.18 | 9.25 |
| Large Cap | 70.91 | 39.81 |
| Mid Cap | 10.72 | 29.24 |
| Small Cap | 12.19 | 21.7 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 2.22 | 0.72 |
| Energy | 4.95 | 0.9 |
| Industrials | 9.51 | 15.06 |
| Technology | 9.55 | 10.96 |
| Consumer Cyclical | 14.42 | 23.25 |
| Basic Materials | 7.34 | 5.51 |
| Healthcare | 4.88 | 8.23 |
| Consumer Defensive | 7.29 | 3.4 |
| Financial Services | 33.93 | 23.32 |
| Utilities | 2.09 | 1.79 |
| Communication Services | 3.83 | 2.31 |
| Real Estate | - | 4.56 |
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