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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) | ₹950 Cr | ₹2845 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 | 3.84% | 3.23% |
| 6 Month | 6.87% | 0.09% |
| 1 Year | 5.25% | 6.05% |
| 3 Year | 20.18% | 22.12% |
| 5 Year | 23.23% | 21.6% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 10.84% | 10.67% |
| 1 Year | 14.21% | 10.44% |
| 3 Year | 17.3% | 20.3% |
| 5 Year | 17.56% | 17.77% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 8.35% | 13.53% |
| 3 Year | 16.14% | 14.78% |
| 5 Year | 13.7% | 15.55% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 13.55% | 13% |
| Sharp | 0.75% | 0.84% |
| Beta | 0.92% | 1% |
| Alpha | 0.19% | 0.25% |
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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 | 0.85 |
| Large Cap | 68.96 | 48.15 |
| Small Cap | 14.55 | 22.34 |
| Mid Cap | 14.27 | 28.66 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 2.22 | 0.85 |
| 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 | - | 3.41 |
| IT - Software | - | 8.87 |
| Retailing | - | 6.45 |
| Non - Ferrous Metals | - | 1.24 |
| Banks | - | 15.5 |
| Electrical Equipment | - | 3.22 |
| Automobiles | - | 3.05 |
| Aerospace & Defense | - | 1.05 |
| Auto Components | - | 4.51 |
| Ferrous Metals | - | 0.69 |
| Power | - | 1.79 |
| Commercial Services & Supplies | - | 1.61 |
| Finance | - | 6.62 |
| Pharmaceuticals & Biotechnology | - | 4.72 |
| Beverages | - | 2.64 |
| Construction | - | 0.48 |
| Healthcare Equipment & Supplies | - | 2.36 |
| Chemicals & Petrochemicals | - | 3.87 |
| Food Products | - | 3.06 |
| Consumer Durables | - | 7.66 |
| Leisure Services | - | 2.98 |
| Telecom - Services | - | 2.31 |
| Financial Technology (Fintech) | - | 0.72 |
| Healthcare Services | - | 1.79 |
| Capital Markets | - | 1.31 |
| Industrial Products | - | 3.7 |
| Industrial Manufacturing | - | 2.52 |
| Realty | - | 1.02 |
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