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) | ₹982 Cr | ₹15519 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 | 0.39% | 0.48% |
| 6 Month | 1.81% | 2.22% |
| 1 Year | 9.19% | 8.38% |
| 3 Year | 15.76% | 17.91% |
| 5 Year | 16.39% | 18.58% |
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 | 3.29% | 2.11% |
| 1 Year | 14.55% | 13.37% |
| 3 Year | 12.47% | 14.17% |
| 5 Year | 13.46% | 15.45% |
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 | 7.36% | 10.07% |
| 3 Year | 15.72% | 12.83% |
| 5 Year | 15.54% | 14.32% |
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 | 12.44% | 12.81% |
| Sharp | 0.71% | 0.8% |
| Beta | 0.88% | 0.99% |
| Alpha | -0.42% | 0.74% |
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 | 2.21 | 0.85 |
| Large Cap | 74.21 | 71.04 |
| Mid Cap | 14.07 | 14.9 |
| Small Cap | 9.51 | 13.21 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Others | 2.21 | 0.85 |
| Petroleum Products | 5.61 | 3.69 |
| Industrial Products | 0.77 | 2.86 |
| IT - Software | 10.59 | 4.98 |
| Retailing | 3.45 | 3.83 |
| Construction | 3.39 | 1.52 |
| Finance | 7.73 | 8.98 |
| Consumer Durables | 8.46 | 2.25 |
| Diversified FMCG | 2.81 | 1.88 |
| Banks | 23.51 | 23.08 |
| Chemicals & Petrochemicals | 1.91 | 1.54 |
| Pharmaceuticals & Biotechnology | 4.68 | 4.8 |
| Automobiles | 3.1 | 0.36 |
| Electrical Equipment | 1.72 | 1.72 |
| Ferrous Metals | 1.31 | - |
| Capital Markets | 0.32 | 2.39 |
| Telecom - Services | 3.22 | 3.08 |
| Agricultural, Commercial & Construction Vehicles | 1.16 | - |
| Food Products | 1.28 | - |
| Power | 1.22 | 5.72 |
| Household Products | 0.91 | - |
| Auto Components | 1.08 | 4.13 |
| Cement & Cement Products | 1.8 | 1.93 |
| Realty | 0.91 | - |
| Insurance | 2.11 | 5 |
| Textiles & Apparels | 1.81 | - |
| Leisure Services | 1.88 | 1.48 |
| Industrial Manufacturing | 1.05 | - |
| Healthcare Services | - | 1.65 |
| IT - Services | - | 0.04 |
| Entertainment | - | 0.48 |
| Agricultural Food & other Products | - | 1.06 |
| Beverages | - | 6.06 |
| Diversified | - | 1.09 |
| Consumable Fuels | - | 1.65 |
| Transport Services | - | 1.9 |
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