Mahindra Manulife ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare

Mahindra Manulife ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare

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Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

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HSBC ELSS Tax saver Fund - Regular Growth

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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	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	0.05%	-1.57%
6 Month	4.03%	2.47%
1 Year	3.03%	-3.03%
3 Year	14.22%	18.77%
5 Year	17.55%	17.15%

SIP Return Analysis

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	2.11%	0.31%
1 Year	13.7%	11.38%
3 Year	12.45%	16.09%
5 Year	13.44%	16.1%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HSBC ELSS Tax saver Fund - Regular Growth
1 Year	7.39%	12.95%
3 Year	15.88%	14.55%
5 Year	15.25%	13.58%

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	9.12	4.26
Large Cap	68.92	47.07
Mid Cap	11.54	22.92
Small Cap	10.42	25.75

Sector Allocation

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	HSBC ELSS Tax saver Fund - Regular Growth
Others	2.92	1.65
Energy	5.38	4.42
Industrials	8.28	15.47
Technology	11.03	13.32
Consumer Cyclical	15.22	20.73
Financial Services	33.45	24.01
Basic Materials	6.98	5.55
Healthcare	4.59	5.08
Consumer Defensive	5.21	2.94
Communication Services	4.53	2.28
Utilities	1.59	3.01
Real Estate	0.83	1.55

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