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) | ₹982 Cr | ₹1107 Cr | ₹1107 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 | 0.33% | 1.74% | 1.74% |
| 6 Month | 1.76% | 0.96% | 0.96% |
| 1 Year | 7.32% | -0.81% | -0.81% |
| 3 Year | 15.44% | 16.38% | 16.38% |
| 5 Year | 16.38% | 14.22% | 14.22% |
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 | 3.29% | 2.07% | 2.07% |
| 1 Year | 14.55% | 9.02% | 9.02% |
| 3 Year | 12.47% | 12.47% | 12.47% |
| 5 Year | 13.46% | 13.14% | 13.14% |
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 | 7.36% | 12.62% | 12.62% |
| 3 Year | 15.72% | 13.92% | 13.92% |
| 5 Year | 15.54% | 12.61% | 12.61% |
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 | 12.44% | 12.19% | 12.19% |
| Sharp | 0.71% | 0.74% | 0.74% |
| Beta | 0.88% | 0.87% | 0.87% |
| Alpha | -0.42% | 0.59% | 0.59% |
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 | 2.21 | 2.32 | 3.27 |
| Large Cap | 74.21 | 65.77 | 63.95 |
| Mid Cap | 14.07 | 13.16 | 14.97 |
| Small Cap | 9.51 | 18.76 | 17.82 |
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 | 2.21 | 2.32 | 2.32 |
| Petroleum Products | 5.61 | 2.48 | - |
| Industrial Products | 0.77 | 6.57 | - |
| IT - Software | 10.59 | 7.03 | - |
| Retailing | 3.45 | 4.49 | - |
| Construction | 3.39 | 2.53 | - |
| Finance | 7.73 | 7.44 | - |
| Consumer Durables | 8.46 | 4.88 | - |
| Diversified FMCG | 2.81 | 2.86 | - |
| Banks | 23.51 | 23.54 | - |
| Chemicals & Petrochemicals | 1.91 | 3.1 | - |
| Pharmaceuticals & Biotechnology | 4.68 | 5.42 | - |
| Automobiles | 3.1 | 7.06 | - |
| Electrical Equipment | 1.72 | - | - |
| Ferrous Metals | 1.31 | - | - |
| Capital Markets | 0.32 | - | - |
| Telecom - Services | 3.22 | - | - |
| Agricultural, Commercial & Construction Vehicles | 1.16 | - | - |
| Food Products | 1.28 | 2.17 | - |
| Power | 1.22 | - | - |
| Household Products | 0.91 | - | - |
| Auto Components | 1.08 | 3.71 | - |
| Cement & Cement Products | 1.8 | 2.6 | - |
| Realty | 0.91 | - | - |
| Insurance | 2.11 | - | - |
| Textiles & Apparels | 1.81 | - | - |
| Leisure Services | 1.88 | 1.38 | - |
| Industrial Manufacturing | 1.05 | - | - |
| IT - Services | - | 1.12 | - |
| Fertilizers & Agrochemicals | - | 3.09 | - |
| Personal Products | - | 0.9 | - |
| Beverages | - | 1.41 | - |
| Transport Services | - | 0.36 | - |
| Agricultural Food & other Products | - | 1.78 | - |
| Healthcare Services | - | 1.77 | - |
| Energy | - | - | 2.47 |
| Technology | - | - | 7.02 |
| Communication Services | - | - | 1.12 |
| Industrials | - | - | 13.45 |
| Financial Services | - | - | 30.99 |
| Consumer Defensive | - | - | 9.96 |
| Basic Materials | - | - | 6.89 |
| Healthcare | - | - | 7.18 |
| Consumer Cyclical | - | - | 18.59 |
Top Comparisons
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns15.44%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.95%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.61%
PGIM India Corporate Bond Fund - Growth
3Y Returns7.06%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.98%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns22.78%
Tata Silver Exchange Traded Fund
3Y Returns0%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns38.4%