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) | ₹896 Cr | ₹3977 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 | 3.7% | 4.7% |
6 Month | 4.14% | 0.59% |
1 Year | 7.14% | 9.45% |
3 Year | 17.57% | 22.11% |
5 Year | 24.95% | 25.21% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 7.25% | 5.56% |
1 Year | 7.37% | 4.49% |
3 Year | 16.11% | 21.58% |
5 Year | 17.13% | 19.45% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 9.25% | 14.01% |
3 Year | 16.49% | 14.15% |
5 Year | 13.21% | 13.19% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.523% | 15.421% |
Sharp | 0.377% | 0.548% |
Beta | 0.924% | 0.99% |
Alpha | -0.862% | 2.056% |
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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 | 2.22 | 2.39 |
Large Cap | 68.96 | 48.17 |
Small Cap | 14.55 | 26.02 |
Mid Cap | 14.27 | 23.42 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 2.22 | 0.62 |
Energy | 5.95 | 4.19 |
Technology | 7.56 | 12.24 |
Industrials | 11.25 | 18.01 |
Basic Materials | 9.37 | 6.44 |
Consumer Defensive | 6.16 | 3.2 |
Financial Services | 32.22 | 23.48 |
Consumer Cyclical | 16.49 | 19.36 |
Healthcare | 2.91 | 5.83 |
Communication Services | 3.46 | 1.91 |
Utilities | 2.4 | 3.21 |
Real Estate | - | 1.51 |
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