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) | ₹896 Cr | ₹2764 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 | 1.91 |
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 | 6.95% | 5.99% |
6 Month | 5.09% | -0.15% |
1 Year | 10.07% | 12.44% |
3 Year | 19.13% | 20.32% |
5 Year | 24.88% | 23.03% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
6 Month | 2.07% | -2.18% |
1 Year | -2.29% | -8.64% |
3 Year | 12.7% | 14.67% |
5 Year | 15.2% | 14.7% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
1 Year | 9.25% | 13.91% |
3 Year | 16.49% | 14.82% |
5 Year | 13.21% | 15.48% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Standard Deviation | 13.523% | 13% |
Sharp | 0.377% | 0.62% |
Beta | 0.924% | 0.99% |
Alpha | -0.862% | -0.13% |
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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 | 2.22 | 0.47 |
Large Cap | 68.96 | 49.16 |
Small Cap | 14.55 | 21.65 |
Mid Cap | 14.27 | 28.72 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Others | 2.22 | 0.47 |
Energy | 5.95 | - |
Technology | 7.56 | - |
Industrials | 11.25 | - |
Basic Materials | 9.37 | - |
Consumer Defensive | 6.16 | - |
Financial Services | 32.22 | - |
Consumer Cyclical | 16.49 | - |
Healthcare | 2.91 | - |
Communication Services | 3.46 | - |
Utilities | 2.4 | - |
Petroleum Products | - | 3.17 |
IT - Software | - | 9.22 |
Retailing | - | 5.72 |
Finance | - | 7.26 |
Non - Ferrous Metals | - | 0.42 |
Banks | - | 16.06 |
Electrical Equipment | - | 3.18 |
Automobiles | - | 2.39 |
Aerospace & Defense | - | 1.17 |
Auto Components | - | 4.41 |
Ferrous Metals | - | 0.78 |
Power | - | 1.84 |
Commercial Services & Supplies | - | 1.72 |
Pharmaceuticals & Biotechnology | - | 4.79 |
Beverages | - | 3 |
Construction | - | 0.5 |
Healthcare Equipment & Supplies | - | 2.12 |
Chemicals & Petrochemicals | - | 3.98 |
Food Products | - | 3.05 |
Consumer Durables | - | 8.37 |
Leisure Services | - | 2.88 |
Telecom - Services | - | 2.19 |
Financial Technology (Fintech) | - | 0.73 |
Healthcare Services | - | 1.89 |
Capital Markets | - | 0.85 |
Industrial Products | - | 4.12 |
Industrial Manufacturing | - | 2.72 |
Realty | - | 1 |
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