Mahindra Manulife ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹6449 Cr	₹970 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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
1 Month	0.67%	1.34%
6 Month	3.32%	4.47%
1 Year	-1.14%	4.05%
3 Year	14.7%	13.96%
5 Year	17.79%	18.1%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
6 Month	2.01%	2.97%
1 Year	12.1%	14.73%
3 Year	12.55%	12.81%
5 Year	14.29%	13.74%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
1 Year	12.01%	7.39%
3 Year	13.64%	15.88%
5 Year	13.56%	15.25%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Standard Deviation	11.32%	11.89%
Sharp	0.73%	0.67%
Beta	0.92%	0.88%
Alpha	0.01%	-0.42%

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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Others	1.95	9.12
Large Cap	69.71	68.92
Mid Cap	19.59	11.54
Small Cap	8.75	10.42

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Others	2.58	2.92
Telecom - Services	3.85	-
Petroleum Products	6.87	-
Finance	5.16	-
IT - Software	8.36	-
Retailing	3.68	-
Pharmaceuticals & Biotechnology	4.85	-
Personal Products	1.44	-
Construction	5	-
Banks	24.75	-
Cement & Cement Products	2.75	-
Aerospace & Defense	1.06	-
Consumer Durables	1.29	-
Automobiles	4.47	-
Electrical Equipment	0.69	-
Industrial Products	0.58	-
Fertilizers & Agrochemicals	1.56	-
Food Products	2.49	-
Textiles & Apparels	0.42	-
Auto Components	2.31	-
Chemicals & Petrochemicals	4.06	-
Entertainment	0.52	-
Capital Markets	0.57	-
Transport Services	1.96	-
Power	3.83	-
Ferrous Metals	1.65	-
Industrial Manufacturing	2.31	-
Beverages	0.94	-
Energy	-	5.38
Industrials	-	8.28
Technology	-	11.03
Consumer Cyclical	-	15.22
Financial Services	-	33.45
Basic Materials	-	6.98
Healthcare	-	4.59
Consumer Defensive	-	5.21
Communication Services	-	4.53
Utilities	-	1.59
Real Estate	-	0.83