Mahindra Manulife ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
HDFC ELSS Tax saver Fund - Growth Plan
Chart Comparison
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) | ₹950 Cr | ₹16454 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 | 3.48% | 2.94% |
6 Month | 7.1% | 7.88% |
1 Year | 5.08% | 8.84% |
3 Year | 20.19% | 26.84% |
5 Year | 23.29% | 27.38% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
6 Month | 10.84% | 9.5% |
1 Year | 14.21% | 15.23% |
3 Year | 17.3% | 24.12% |
5 Year | 17.56% | 23.86% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
1 Year | 8.35% | 17.4% |
3 Year | 16.14% | 15.3% |
5 Year | 13.7% | 15.03% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Standard Deviation | 13.55% | 12.39% |
Sharp | 0.75% | 1.29% |
Beta | 0.92% | 0.85% |
Alpha | 0.19% | 6.78% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.22 | 7.25 |
Large Cap | 68.96 | 75.98 |
Small Cap | 14.55 | 10.42 |
Mid Cap | 14.27 | 6.34 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Others | 2.22 | 6.95 |
Energy | 5.95 | 0.59 |
Technology | 7.56 | 6.67 |
Industrials | 11.25 | 5.95 |
Basic Materials | 9.37 | 5.51 |
Consumer Defensive | 6.16 | 1.02 |
Financial Services | 32.22 | 40.82 |
Consumer Cyclical | 16.49 | 13.5 |
Healthcare | 2.91 | 10.74 |
Communication Services | 3.46 | 5.85 |
Utilities | 2.4 | 1.27 |
Real Estate | - | 1.15 |
Top Comparisons
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns22.47%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns16.92%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns22.18%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns19.87%
Franklin India Dynamic Asset Allocation Fund of Funds-Growth
3Y Returns16.62%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns8.05%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns7.6%