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) | ₹942 Cr | ₹16749 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 | 2.58% | 2.44% |
6 Month | 6.41% | 4.99% |
1 Year | 5.23% | 3.31% |
3 Year | 14.64% | 19.23% |
5 Year | 20.73% | 23.45% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.33% | - |
1 Year | 7.03% | 6.04% |
3 Year | 10.92% | 15.49% |
5 Year | 12.91% | 16.52% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.68% | 13.91% |
3 Year | 16.18% | 16.51% |
5 Year | 14.67% | 15.97% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.89% | 13.12% |
Sharp | 0.67% | 0.92% |
Beta | 0.88% | 0.96% |
Alpha | -0.42% | 2.95% |
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 | 7.82 | 5.08 |
Large Cap | 70.1 | 65.66 |
Mid Cap | 11.64 | 15.94 |
Small Cap | 10.45 | 13.32 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 3.05 | 2.76 |
Energy | 5.08 | 4.74 |
Industrials | 8.92 | 4.96 |
Technology | 9.59 | 8.06 |
Consumer Cyclical | 15.84 | 10.04 |
Financial Services | 33.23 | 36.88 |
Basic Materials | 7.24 | 9 |
Healthcare | 4.85 | 10.06 |
Consumer Defensive | 5.8 | 5 |
Utilities | 1.83 | 3.91 |
Communication Services | 3.85 | 4.59 |
Real Estate | 0.73 | - |
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