Mahindra Manulife ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

Mahindra Manulife ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

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Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

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HDFC ELSS Tax saver Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Fund	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹941 Cr	₹16525 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	18 Oct 2016	02 Apr 1996
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	73%	36.4%
Expense Ratio	2.18	1.7
Manager	Manish Lodha	Dhruv Muchhal
ISIN Code	INF174V01077	INF179K01BB8
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Month	3.98%	3.32%
6 Month	15.34%	15.73%
1 Year	-0.76%	3.32%
3 Year	15.24%	22.26%
5 Year	20.61%	25.23%

SIP Return Analysis

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
6 Month	3.8%	4.07%
1 Year	12.18%	14.05%
3 Year	13.83%	20.56%
5 Year	14.82%	21.38%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Year	7.82%	17.03%
3 Year	16.44%	15.38%
5 Year	13.97%	15.1%

Risk Management

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation	12.19%	11.49%
Sharp	0.56%	1.16%
Beta	0.90%	0.86%
Alpha	0.34%	7.12%

Fund Managers

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Name	Manish Lodha	Dhruv Muchhal
Total AUM	₹10881 Cr	₹520687 Cr
Funds Managed	9	40
	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan

Market Cap

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	6.79	7.15
Large Cap	70.94	77.84
Mid Cap	10.65	4
Small Cap	11.62	11.01

Sector Allocation

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	2.82	6.56
Energy	5.06	1.15
Industrials	9.47	5.72
Technology	10.06	5.18
Consumer Cyclical	15.39	17.51
Basic Materials	7.57	5.76
Healthcare	4.68	10.02
Consumer Defensive	8.18	0.79
Financial Services	30.87	41.13
Utilities	1.99	1.67
Communication Services	3.91	4.51
Real Estate	-	0

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