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Mahindra Manulife ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6201 Cr | ₹942 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Nov 2005 | 18 Oct 2016 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.27% | 73% |
| Expense Ratio | 1.77 | 2.18 |
| Manager | Harsha Upadhyaya | Manish Lodha |
| ISIN Code | INF174K01369 | INF174V01077 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.36% | -0.55% |
| 6 Month | 12.09% | 11.35% |
| 1 Year | -2.3% | 0.66% |
| 3 Year | 17.03% | 15.72% |
| 5 Year | 20.13% | 20.15% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.57% | 1.26% |
| 1 Year | 9.59% | 10.95% |
| 3 Year | 13.46% | 12.76% |
| 5 Year | 15.04% | 14% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.21% | 7.68% |
| 3 Year | 13.41% | 16.18% |
| 5 Year | 13.38% | 14.67% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.76% | 11.92% |
| Sharp | 0.72% | 0.68% |
| Beta | 0.94% | 0.90% |
| Alpha | 0.99% | 0.11% |
Fund Managers
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Manish Lodha |
| Total AUM | ₹139411 Cr | ₹10881 Cr |
| Funds Managed | 11 | 9 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Others | 4.81 | 6.79 |
| Large Cap | 72.37 | 70.94 |
| Mid Cap | 15.77 | 10.65 |
| Small Cap | 7.05 | 11.62 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Others | 1.12 | 2.82 |
| Communication Services | 4.38 | 3.91 |
| Energy | 6.23 | 5.06 |
| Financial Services | 29.67 | 30.87 |
| Technology | 11.73 | 10.06 |
| Consumer Cyclical | 10.84 | 15.39 |
| Healthcare | 4.31 | 4.68 |
| Consumer Defensive | 4.84 | 8.18 |
| Industrials | 11.31 | 9.47 |
| Basic Materials | 9.87 | 7.57 |
| Utilities | 5.69 | 1.99 |
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