Mahindra Manulife ELSS Tax Saver Fund vs Bandhan ELSS Tax saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹973 Cr | ₹7333 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 26 Dec 2008 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 73% | 13% |
| Expense Ratio | 2.18 | 1.76 |
| Manager | Manish Lodha | Ritika Behera |
| ISIN Code | INF174V01077 | INF194K01292 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.65% | -2.8% |
| 6 Month | -0.81% | 1.73% |
| 1 Year | 8.68% | 8.93% |
| 3 Year | 14.69% | 15.83% |
| 5 Year | 16.08% | 18.38% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.57% | 2.7% |
| 1 Year | 10.31% | 13.36% |
| 3 Year | 10.85% | 11.51% |
| 5 Year | 12.59% | 13.73% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.39% | 13.13% |
| 3 Year | 15.67% | 16.45% |
| 5 Year | 15.51% | 17.12% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.67% | 11.37% |
| Sharp | 0.70% | 0.81% |
| Beta | 0.89% | 0.86% |
| Alpha | -0.32% | 0.93% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Manish Lodha | Ritika Behera |
| Total AUM | ₹10881 Cr | ₹43013 Cr |
| Funds Managed | 9 | 19 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.93 | 6.11 |
| Large Cap | 68.56 | 69.6 |
| Mid Cap | 12.52 | 11.72 |
| Small Cap | 8.99 | 12.56 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.98 | 4.93 |
| Energy | 6.41 | 7.43 |
| Industrials | 8.34 | 4.16 |
| Technology | 12.23 | 11.26 |
| Consumer Cyclical | 15.45 | 9.13 |
| Financial Services | 33.47 | 34.22 |
| Basic Materials | 5.67 | 7.55 |
| Consumer Defensive | 4.93 | 8.85 |
| Healthcare | 5.06 | 5.65 |
| Communication Services | 4.5 | 2.94 |
| Utilities | 1.08 | 1.84 |
| Real Estate | 0.87 | 2.03 |
Top Comparisons
Kotak Gilt-Investment Regular-Growth
3Y Returns5.75%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.75%
SBI Comma Fund - Regular Plan - Growth
3Y Returns19.09%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns20.93%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.4%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.77%
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns7.14%