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) | ₹942 Cr | ₹4088 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 | 1.5% | 0.69% |
| 6 Month | 6.65% | 8.04% |
| 1 Year | 5.54% | 3.83% |
| 3 Year | 15.59% | 20.04% |
| 5 Year | 20.57% | 20.4% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.86% | 2.22% |
| 1 Year | 12.36% | 12.07% |
| 3 Year | 13.29% | 18.57% |
| 5 Year | 14.38% | 17.63% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.68% | 13.09% |
| 3 Year | 16.18% | 14.4% |
| 5 Year | 14.67% | 13.43% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.92% | 14.05% |
| Sharp | 0.68% | 0.88% |
| Beta | 0.90% | 0.98% |
| Alpha | 0.11% | 3.77% |
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 | 7.82 | 3.17 |
| Large Cap | 70.1 | 46.94 |
| Mid Cap | 11.64 | 23.29 |
| Small Cap | 10.45 | 26.6 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 3.05 | 0.9 |
| Energy | 5.08 | 4.2 |
| Industrials | 8.92 | 15.66 |
| Technology | 9.59 | 13.04 |
| Consumer Cyclical | 15.84 | 21.93 |
| Financial Services | 33.23 | 23.46 |
| Basic Materials | 7.24 | 5.96 |
| Healthcare | 4.85 | 5.08 |
| Consumer Defensive | 5.8 | 3.05 |
| Utilities | 1.83 | 3.12 |
| Communication Services | 3.85 | 2.15 |
| Real Estate | 0.73 | 1.44 |
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