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)	₹942 Cr	₹16645 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	1.12%	0.73%
6 Month	6%	6.57%
1 Year	3.24%	6.28%
3 Year	14.43%	20.93%
5 Year	19.56%	24.66%

SIP Return Analysis

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
6 Month	2.57%	3.91%
1 Year	12.61%	16.36%
3 Year	12.87%	19.8%
5 Year	13.95%	20.76%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Year	7.68%	16.69%
3 Year	16.18%	15.49%
5 Year	14.67%	15.17%

Risk Management

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation	11.89%	11.22%
Sharp	0.67%	1.21%
Beta	0.88%	0.83%
Alpha	-0.42%	5.77%

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	7.82	6.45
Large Cap	70.1	78.27
Mid Cap	11.64	3.94
Small Cap	10.45	11.34

Sector Allocation

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	3.05	5.89
Energy	5.08	1.17
Industrials	8.92	5.64
Technology	9.59	4.93
Consumer Cyclical	15.84	17.76
Financial Services	33.23	41.44
Basic Materials	7.24	6
Healthcare	4.85	10.25
Consumer Defensive	5.8	0.8
Utilities	1.83	1.69
Communication Services	3.85	4.44
Real Estate	0.73	-

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