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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) | ₹5893 Cr | ₹896 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 | 1.65% | 1.51% |
| 6 Month | -5.48% | -0.96% |
| 1 Year | -1.21% | 3.85% |
| 3 Year | 20.69% | 18.99% |
| 5 Year | 23.49% | 23.28% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.74% | 7.49% |
| 1 Year | 2.09% | 6.59% |
| 3 Year | 15.32% | 14.66% |
| 5 Year | 16.89% | 16.11% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.67% | 8.35% |
| 3 Year | 13.12% | 16.14% |
| 5 Year | 13.21% | 13.7% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.913% | 13.523% |
| Sharp | 0.496% | 0.377% |
| Beta | 0.925% | 0.924% |
| Alpha | 0.931% | -0.862% |
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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 | 0.47 | 2.22 |
| Large Cap | 67.49 | 68.96 |
| Mid Cap | 15.72 | 14.27 |
| Small Cap | 16.32 | 14.55 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Others | 0.4 | 2.22 |
| Communication Services | 3.79 | 3.46 |
| Energy | 5.98 | 5.95 |
| Financial Services | 26.37 | 32.22 |
| Technology | 15.12 | 7.56 |
| Consumer Cyclical | 9.78 | 16.49 |
| Healthcare | 4.3 | 2.91 |
| Consumer Defensive | 4.93 | 6.16 |
| Industrials | 13.07 | 11.25 |
| Basic Materials | 9.32 | 9.37 |
| Utilities | 6.93 | 2.4 |
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