Mahindra Manulife ELSS Tax Saver Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹970 Cr | ₹15513 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 21 Sep 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 23% |
| Expense Ratio | 2.18 | 1.69 |
| Manager | Manish Lodha | Ashutosh Bhargava |
| ISIN Code | INF174V01077 | INF204K01GK4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | 0.12% | -0.09% |
| 6 Month | 4.07% | 4.34% |
| 1 Year | 9.63% | 8.01% |
| 3 Year | 14.83% | 17.51% |
| 5 Year | 18.8% | 20.93% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 1.74% | 1.61% |
| 1 Year | 12.01% | 12.33% |
| 3 Year | 12.92% | 15.5% |
| 5 Year | 14.02% | 16.52% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 7.4% | 10.33% |
| 3 Year | 16.05% | 12.72% |
| 5 Year | 15.14% | 14.21% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.89% | 12.81% |
| Sharp | 0.67% | 0.87% |
| Beta | 0.88% | 0.99% |
| Alpha | -0.42% | 1.03% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Name | Manish Lodha | Ashutosh Bhargava |
| Total AUM | ₹10881 Cr | ₹121448 Cr |
| Funds Managed | 9 | 12 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Others | 9.12 | 3.46 |
| Large Cap | 68.92 | 64.66 |
| Mid Cap | 11.54 | 14.7 |
| Small Cap | 10.42 | 17.17 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Others | 2.92 | 0.23 |
| Energy | 5.38 | 5.2 |
| Industrials | 8.28 | 10.11 |
| Technology | 11.03 | 4.79 |
| Consumer Cyclical | 15.22 | 11.61 |
| Financial Services | 33.45 | 37.01 |
| Basic Materials | 6.98 | 4.06 |
| Healthcare | 4.59 | 6.02 |
| Consumer Defensive | 5.21 | 10.54 |
| Communication Services | 4.53 | 3.79 |
| Utilities | 1.59 | 6.65 |
| Real Estate | 0.83 | - |
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