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) | ₹942 Cr | ₹1087 Cr | ₹1087 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 | 0.9% | 0.65% | 0.65% |
| 6 Month | 5.37% | 3.79% | 3.79% |
| 1 Year | 4.06% | 0.93% | 0.93% |
| 3 Year | 14.23% | 14.84% | 14.84% |
| 5 Year | 19.54% | 16.98% | 16.98% |
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 | 2.57% | 2.4% | 2.4% |
| 1 Year | 12.61% | 8.32% | 8.32% |
| 3 Year | 12.87% | 14.16% | 14.16% |
| 5 Year | 13.95% | 14.07% | 14.07% |
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 | 7.68% | 12.25% | 12.25% |
| 3 Year | 16.18% | 13.22% | 13.22% |
| 5 Year | 14.67% | 12.03% | 12.03% |
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 | 11.89% | 12.58% | 12.58% |
| Sharp | 0.67% | 0.66% | 0.66% |
| Beta | 0.88% | 0.86% | 0.86% |
| Alpha | -0.42% | 0.16% | 0.16% |
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 | 7.82 | 2.56 | 2.56 |
| Large Cap | 70.1 | 64.15 | 64.15 |
| Mid Cap | 11.64 | 15.02 | 15.02 |
| Small Cap | 10.45 | 18.26 | 18.26 |
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 | 3.05 | 1.67 | 1.67 |
| Energy | 5.08 | 2.34 | 2.34 |
| Industrials | 8.92 | 15.66 | 15.66 |
| Technology | 9.59 | 6.71 | 6.71 |
| Consumer Cyclical | 15.84 | 18.27 | 18.27 |
| Financial Services | 33.23 | 30.27 | 30.27 |
| Basic Materials | 7.24 | 6.9 | 6.9 |
| Healthcare | 4.85 | 7.09 | 7.09 |
| Consumer Defensive | 5.8 | 9.78 | 9.78 |
| Utilities | 1.83 | - | - |
| Communication Services | 3.85 | 1.29 | 1.29 |
| Real Estate | 0.73 | 0 | 0 |
Top Comparisons
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns7.13%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.95%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.35%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.36%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.59%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.45%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns24.73%
Quant Infrastructure Fund - Growth Option
3Y Returns17.11%