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)	₹953 Cr	₹16579 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	-0.46%	1.57%
6 Month	11.63%	11.97%
1 Year	0.37%	6.38%
3 Year	14.15%	22.01%
5 Year	20.57%	24.81%

SIP Return Analysis

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
6 Month	2.03%	3.37%
1 Year	4.01%	8.32%
3 Year	12.2%	19.77%
5 Year	14.18%	21.14%

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	12.20%	11.55%
Sharp	0.70%	1.29%
Beta	0.90%	0.86%
Alpha	0.11%	6.92%

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	6.18	6.64
Large Cap	70.91	77.83
Mid Cap	10.72	4.44
Small Cap	12.19	11.09

Sector Allocation

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	2.22	6.07
Energy	4.95	1.19
Industrials	9.51	5.69
Technology	9.55	5.21
Consumer Cyclical	14.42	16.05
Basic Materials	7.34	6
Healthcare	4.88	9.73
Consumer Defensive	7.29	0.81
Financial Services	33.93	42.46
Utilities	2.09	1.76
Communication Services	3.83	4.55
Real Estate	-	0.49

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