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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) | ₹6452 Cr | ₹973 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 | -3.08% | -3.92% |
| 6 Month | -3% | -2.44% |
| 1 Year | 4.33% | 7.44% |
| 3 Year | 14.12% | 13.52% |
| 5 Year | 15.12% | 14.64% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.24% | -0.22% |
| 1 Year | 6.88% | 7.09% |
| 3 Year | 10.33% | 10.28% |
| 5 Year | 13.01% | 12.24% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.79% | 7.39% |
| 3 Year | 13.77% | 15.67% |
| 5 Year | 13.66% | 15.51% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.32% | 12.44% |
| Sharp | 0.75% | 0.77% |
| Beta | 0.93% | 0.88% |
| Alpha | -0.69% | -0.56% |
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 | 8.67 | 9.93 |
| Large Cap | 69.42 | 68.56 |
| Mid Cap | 15.64 | 12.52 |
| Small Cap | 6.27 | 8.99 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Others | 0.85 | 1.98 |
| Communication Services | 4.49 | 4.5 |
| Energy | 7.28 | 6.41 |
| Financial Services | 31.7 | 33.47 |
| Technology | 9.66 | 12.23 |
| Consumer Cyclical | 12.48 | 15.45 |
| Healthcare | 4.96 | 5.06 |
| Consumer Defensive | 5.02 | 4.93 |
| Industrials | 10.08 | 8.34 |
| Basic Materials | 9.84 | 5.67 |
| Utilities | 3.66 | 1.08 |
| Real Estate | - | 0.87 |
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