LIC MF Tax Plan vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹941 Cr | ₹1082 Cr | ₹1082 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 17 Apr 2000 | 17 Apr 2000 |
Category | ELSS | ELSS | ELSS |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | % | 84% |
Expense Ratio | 2.18 | 2.13 | 2.13 |
Manager | Manish Lodha | Karan Doshi | Karan Doshi |
ISIN Code | INF174V01077 | INF767K01956 | INF767K01956 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
1 Month | 3.04% | 1.88% | 1.88% |
6 Month | 15% | 10.87% | 10.87% |
1 Year | -1.38% | -2.46% | -2.46% |
3 Year | 14.12% | 14.22% | 14.22% |
5 Year | 20.38% | 18.27% | 18.27% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
6 Month | 3.8% | 2.33% | 2.33% |
1 Year | 12.18% | 6.05% | 6.05% |
3 Year | 13.83% | 14.88% | 14.88% |
5 Year | 14.82% | 14.6% | 14.6% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
1 Year | 7.82% | 12.34% | 12.34% |
3 Year | 16.44% | 13.12% | 13.12% |
5 Year | 13.97% | 11.96% | 11.96% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 12.19% | 12.61% | 12.61% |
Sharp | 0.56% | 0.58% | 0.58% |
Beta | 0.90% | 0.84% | 0.84% |
Alpha | 0.34% | 1.15% | 1.15% |
Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Name | Manish Lodha | Karan Doshi | Karan Doshi |
Total AUM | ₹10881 Cr | ₹2592 Cr | ₹2592 Cr |
Funds Managed | 9 | 5 | 5 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Others | 6.18 | 3.37 | 3.37 |
Large Cap | 70.91 | 62.34 | 62.34 |
Mid Cap | 10.72 | 16.33 | 16.33 |
Small Cap | 12.19 | 17.96 | 17.96 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Others | 2.22 | 2.44 | 2.44 |
Energy | 4.95 | 2.19 | 2.19 |
Industrials | 9.51 | 15.95 | 15.95 |
Technology | 9.55 | 6.63 | 6.63 |
Consumer Cyclical | 14.42 | 16.78 | 16.78 |
Basic Materials | 7.34 | 7.34 | 7.34 |
Healthcare | 4.88 | 7.34 | 7.34 |
Consumer Defensive | 7.29 | 9.95 | 9.95 |
Financial Services | 33.93 | 29.82 | 29.82 |
Utilities | 2.09 | - | - |
Communication Services | 3.83 | 1.31 | 1.31 |
Real Estate | - | 0.25 | 0.25 |
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