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 | 1.34% | -0.2% |
| 6 Month | 4.47% | 3.25% |
| 1 Year | 4.05% | 1.69% |
| 3 Year | 13.96% | 16.2% |
| 5 Year | 18.1% | 20.08% |
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 | 2.97% | 2.5% |
| 1 Year | 14.73% | 14.51% |
| 3 Year | 12.81% | 14.92% |
| 5 Year | 13.74% | 15.94% |
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 | 7.39% | 10.18% |
| 3 Year | 15.88% | 12.79% |
| 5 Year | 15.25% | 14.26% |
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 | 0.21 |
| Large Cap | 68.92 | 71.46 |
| Mid Cap | 11.54 | 15.22 |
| Small Cap | 10.42 | 13.11 |
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 | 0.21 |
| 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 | - |
| Telecom - Services | - | 2.98 |
| Petroleum Products | - | 3.5 |
| Industrial Products | - | 2.94 |
| IT - Software | - | 4.79 |
| Construction | - | 1.82 |
| Finance | - | 9.6 |
| Banks | - | 22.67 |
| Leisure Services | - | 1.47 |
| Pharmaceuticals & Biotechnology | - | 4.33 |
| Healthcare Services | - | 1.69 |
| Cement & Cement Products | - | 2.52 |
| Capital Markets | - | 2.37 |
| Chemicals & Petrochemicals | - | 1.54 |
| Power | - | 5.99 |
| Automobiles | - | 0.34 |
| Insurance | - | 5.21 |
| Diversified FMCG | - | 1.95 |
| Consumer Durables | - | 2.39 |
| Entertainment | - | 0.54 |
| Agricultural Food & other Products | - | 1.05 |
| Retailing | - | 3.99 |
| Electrical Equipment | - | 1.79 |
| Beverages | - | 6.01 |
| Auto Components | - | 3.87 |
| Diversified | - | 0.93 |
| Consumable Fuels | - | 1.7 |
| Transport Services | - | 1.81 |
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