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) | ₹982 Cr | ₹17241 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 | 0.41% | 0.12% |
| 6 Month | 1.87% | 3.21% |
| 1 Year | 8.56% | 10.83% |
| 3 Year | 15.75% | 21.71% |
| 5 Year | 16.37% | 21.41% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 6 Month | 3.29% | 2.58% |
| 1 Year | 14.55% | 14.16% |
| 3 Year | 12.47% | 17.75% |
| 5 Year | 13.46% | 19.45% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 1 Year | 7.36% | 16.4% |
| 3 Year | 15.72% | 16.41% |
| 5 Year | 15.54% | 15.81% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.44% | 11.39% |
| Sharp | 0.71% | 1.2% |
| Beta | 0.88% | 0.83% |
| Alpha | -0.42% | 5.13% |
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 | 10.1 | 5.76 |
| Large Cap | 67.82 | 79.75 |
| Mid Cap | 12.58 | 4.23 |
| Small Cap | 9.5 | 10.26 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Others | 2.27 | 5.21 |
| Energy | 5.61 | 1.17 |
| Industrials | 8.27 | 5.66 |
| Technology | 12.2 | 5.39 |
| Consumer Cyclical | 15.54 | 16.63 |
| Financial Services | 33.67 | 43.43 |
| Basic Materials | 6.33 | 5.72 |
| Consumer Defensive | 4.91 | 0.84 |
| Healthcare | 4.68 | 9.63 |
| Communication Services | 4.4 | 4.74 |
| Utilities | 1.22 | 1.57 |
| Real Estate | 0.91 | - |
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