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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) | ₹941 Cr | ₹2787 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 | 3.98% | 5.02% |
| 6 Month | 15.34% | 17.66% |
| 1 Year | -0.76% | -1.82% |
| 3 Year | 15.24% | 17.92% |
| 5 Year | 20.61% | 18.86% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 3.8% | 4.27% |
| 1 Year | 12.18% | 9.48% |
| 3 Year | 13.83% | 16.87% |
| 5 Year | 14.82% | 15.54% |
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 | 12.19% | 13% |
| Sharp | 0.56% | 0.74% |
| Beta | 0.90% | 1% |
| Alpha | 0.34% | 1.03% |
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 | 6.79 | 10.06 |
| Large Cap | 70.94 | 40.05 |
| Mid Cap | 10.65 | 28.54 |
| Small Cap | 11.62 | 21.34 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 2.82 | 0.32 |
| Energy | 5.06 | 0 |
| Industrials | 9.47 | 15.7 |
| Technology | 10.06 | 10.95 |
| Consumer Cyclical | 15.39 | 24.46 |
| Basic Materials | 7.57 | 4.93 |
| Healthcare | 4.68 | 8.73 |
| Consumer Defensive | 8.18 | 3.94 |
| Financial Services | 30.87 | 22.27 |
| Utilities | 1.99 | 1.55 |
| Communication Services | 3.91 | 2.24 |
| Real Estate | - | 4.91 |
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