- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹942 Cr | ₹2793 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 | 3.76% | 4.41% |
| 6 Month | 6.93% | 8.78% |
| 1 Year | 5.59% | 2.21% |
| 3 Year | 15.23% | 18.08% |
| 5 Year | 20.86% | 19.14% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 2.35% | 2.17% |
| 1 Year | 13.35% | 11.26% |
| 3 Year | 13.67% | 16.47% |
| 5 Year | 14.58% | 15.39% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 7.68% | 13.06% |
| 3 Year | 16.18% | 14.93% |
| 5 Year | 14.67% | 15.79% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 11.92% | 13% |
| Sharp | 0.68% | 0.82% |
| Beta | 0.90% | 1% |
| Alpha | 0.11% | 0.8% |
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 | 7.82 | 11.61 |
| Large Cap | 70.1 | 38.78 |
| Mid Cap | 11.64 | 27.06 |
| Small Cap | 10.45 | 22.55 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 3.05 | 0.66 |
| Energy | 5.08 | - |
| Industrials | 8.92 | 16.07 |
| Technology | 9.59 | 11.56 |
| Consumer Cyclical | 15.84 | 25.22 |
| Financial Services | 33.23 | 20.44 |
| Basic Materials | 7.24 | 5.19 |
| Healthcare | 4.85 | 8.58 |
| Consumer Defensive | 5.8 | 3.69 |
| Utilities | 1.83 | 1.36 |
| Communication Services | 3.85 | 2.18 |
| Real Estate | 0.73 | 5.05 |
Top Comparisons
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns26.72%
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns14.23%
Franklin India Government Securities Fund - Growth
3Y Returns6.2%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns7.42%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns14.22%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.42%
ICICI Prudential Multicap Fund - Growth
3Y Returns20.61%
Quant Multi Cap Fund-Growth
3Y Returns12.46%
