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) | ₹950 Cr | ₹4129 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 | 3.38% | 3.44% |
6 Month | 5.04% | -1% |
1 Year | 2.71% | 4.2% |
3 Year | 19.67% | 25.63% |
5 Year | 22.61% | 23% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 10.84% | 11.47% |
1 Year | 14.21% | 12.47% |
3 Year | 17.3% | 22.86% |
5 Year | 17.56% | 20.22% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 8.35% | 13.62% |
3 Year | 16.14% | 14.24% |
5 Year | 13.7% | 13.28% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.55% | 15.41% |
Sharp | 0.75% | 0.93% |
Beta | 0.92% | 0.98% |
Alpha | 0.19% | 3.81% |
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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 | 3.24 | 3.05 |
Large Cap | 73.58 | 47.54 |
Mid Cap | 10.69 | 23.63 |
Small Cap | 12.49 | 25.79 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 2.12 | 1.05 |
Energy | 5.5 | 4.29 |
Industrials | 9.52 | 17.66 |
Technology | 8.18 | 10.61 |
Basic Materials | 7.27 | 5.73 |
Healthcare | 2.96 | 5.16 |
Consumer Defensive | 6.72 | 3.36 |
Financial Services | 36.02 | 25.6 |
Consumer Cyclical | 15.53 | 19.92 |
Utilities | 1.98 | 3.04 |
Communication Services | 4.19 | 2.1 |
Real Estate | - | 1.48 |
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