Mahindra Manulife ELSS Tax Saver Fund vs DSP ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹982 Cr | ₹17570 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 18 Jan 2007 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 35% |
| Expense Ratio | 2.18 | 1.64 |
| Manager | Manish Lodha | Rohit Singhania |
| ISIN Code | INF174V01077 | INF740K01185 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.11% | 0.59% |
| 6 Month | 3.34% | 3.75% |
| 1 Year | 3.59% | 3.14% |
| 3 Year | 14.19% | 18.93% |
| 5 Year | 17.63% | 20.08% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.11% | 3.25% |
| 1 Year | 13.7% | 14.76% |
| 3 Year | 12.45% | 17.32% |
| 5 Year | 13.44% | 17.35% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.39% | 13.74% |
| 3 Year | 15.88% | 16.74% |
| 5 Year | 15.25% | 16.09% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.85% | 13.09% |
| Sharp | 0.63% | 0.90% |
| Beta | 0.88% | 0.96% |
| Alpha | -0.15% | 3.41% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Manish Lodha | Rohit Singhania |
| Total AUM | ₹10881 Cr | ₹46862 Cr |
| Funds Managed | 9 | 7 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.12 | 5.56 |
| Large Cap | 68.92 | 65.32 |
| Mid Cap | 11.54 | 16.51 |
| Small Cap | 10.42 | 12.61 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.92 | 1.18 |
| Energy | 5.38 | 5.51 |
| Industrials | 8.28 | 4.98 |
| Technology | 11.03 | 9.38 |
| Consumer Cyclical | 15.22 | 9.08 |
| Financial Services | 33.45 | 38.11 |
| Basic Materials | 6.98 | 8.18 |
| Healthcare | 4.59 | 9.64 |
| Consumer Defensive | 5.21 | 4.87 |
| Communication Services | 4.53 | 5.09 |
| Utilities | 1.59 | 4.01 |
| Real Estate | 0.83 | - |
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