Mahindra Manulife ELSS Tax Saver Fund vs Edelweiss ELSS Tax saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹982 Cr | ₹448 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 30 Dec 2008 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 57% |
| Expense Ratio | 2.18 | 2.35 |
| Manager | Manish Lodha | Trideep Bhattacharya |
| ISIN Code | INF174V01077 | INF754K01517 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.86% | -0.59% |
| 6 Month | 2.41% | 4.91% |
| 1 Year | 3.87% | 2.43% |
| 3 Year | 14.17% | 16.44% |
| 5 Year | 16.94% | 16.2% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.11% | 3.78% |
| 1 Year | 13.7% | 17.96% |
| 3 Year | 12.45% | 15.09% |
| 5 Year | 13.44% | 14.8% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.36% | 11.28% |
| 3 Year | 15.82% | 14% |
| 5 Year | 15.36% | 13.79% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.85% | 13.18% |
| Sharp | 0.63% | 0.71% |
| Beta | 0.88% | 0.98% |
| Alpha | -0.15% | 0.89% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Lodha | Trideep Bhattacharya |
| Total AUM | ₹10881 Cr | ₹0 Cr |
| Funds Managed | 9 | 9 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.1 | 6.36 |
| Large Cap | 67.82 | 57.6 |
| Mid Cap | 12.58 | 19.43 |
| Small Cap | 9.5 | 16.61 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.27 | 2.07 |
| Energy | 5.61 | 7.08 |
| Industrials | 8.27 | 8.88 |
| Technology | 12.2 | 11.55 |
| Consumer Cyclical | 15.54 | 10.8 |
| Financial Services | 33.67 | 36.43 |
| Basic Materials | 6.33 | 4.41 |
| Consumer Defensive | 4.91 | 4.28 |
| Healthcare | 4.68 | 7.51 |
| Communication Services | 4.4 | 3.94 |
| Utilities | 1.22 | 1.88 |
| Real Estate | 0.91 | 1.17 |
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