Mahindra Manulife ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹982 Cr | ₹4184 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 27 Feb 2006 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 70% |
| Expense Ratio | 2.18 | 1.89 |
| Manager | Manish Lodha | Gautam Bhupal |
| ISIN Code | INF174V01077 | INF677K01064 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.58% | -0.29% |
| 6 Month | 3.76% | 2.4% |
| 1 Year | 7.86% | 1.09% |
| 3 Year | 15.98% | 20.95% |
| 5 Year | 17.29% | 17.31% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.75% | -0.9% |
| 1 Year | 9.96% | 7.05% |
| 3 Year | 11.94% | 15.41% |
| 5 Year | 13.36% | 16.03% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.36% | 12.92% |
| 3 Year | 15.82% | 14.57% |
| 5 Year | 15.36% | 13.6% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.85% | 14.06% |
| Sharp | 0.63% | 0.85% |
| Beta | 0.88% | 0.99% |
| Alpha | -0.15% | 3.41% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Name | Manish Lodha | Gautam Bhupal |
| Total AUM | ₹10881 Cr | ₹25949 Cr |
| Funds Managed | 9 | 13 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 10.1 | 4.4 |
| Large Cap | 67.82 | 46.47 |
| Mid Cap | 12.58 | 22.6 |
| Small Cap | 9.5 | 26.54 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 2.27 | 1.46 |
| Energy | 5.61 | 4.58 |
| Industrials | 8.27 | 14.54 |
| Technology | 12.2 | 13.11 |
| Consumer Cyclical | 15.54 | 21.23 |
| Financial Services | 33.67 | 24.69 |
| Basic Materials | 6.33 | 5.48 |
| Consumer Defensive | 4.91 | 2.97 |
| Healthcare | 4.68 | 5.26 |
| Communication Services | 4.4 | 2.35 |
| Utilities | 1.22 | 2.86 |
| Real Estate | 0.91 | 1.46 |
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