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) | ₹941 Cr | ₹4021 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 | 3.75% | 4.04% |
6 Month | 15.78% | 18.69% |
1 Year | -0.89% | -0.23% |
3 Year | 15.17% | 19.89% |
5 Year | 20.41% | 20.38% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 3.8% | 4.43% |
1 Year | 12.18% | 11.31% |
3 Year | 13.83% | 19.31% |
5 Year | 14.82% | 17.89% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 7.82% | 13.26% |
3 Year | 16.44% | 14.33% |
5 Year | 13.97% | 13.37% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.19% | 14.15% |
Sharp | 0.56% | 0.79% |
Beta | 0.90% | 0.96% |
Alpha | 0.34% | 4.23% |
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 | 6.18 | 3.03 |
Large Cap | 70.91 | 47.12 |
Mid Cap | 10.72 | 23.19 |
Small Cap | 12.19 | 26.66 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 2.22 | 1.06 |
Energy | 4.95 | 4.21 |
Industrials | 9.51 | 17.07 |
Technology | 9.55 | 10.45 |
Consumer Cyclical | 14.42 | 21.11 |
Basic Materials | 7.34 | 5.85 |
Healthcare | 4.88 | 5.43 |
Consumer Defensive | 7.29 | 3.4 |
Financial Services | 33.93 | 24.72 |
Utilities | 2.09 | 3.04 |
Communication Services | 3.83 | 2.16 |
Real Estate | - | 1.5 |
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