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) | ₹941 Cr | ₹14934 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 | 3.98% | 2.18% |
6 Month | 15.34% | 17.02% |
1 Year | -0.76% | -1.88% |
3 Year | 15.24% | 17.82% |
5 Year | 20.61% | 23.13% |
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 | 3.8% | 3.2% |
1 Year | 12.18% | 11.03% |
3 Year | 13.83% | 16.35% |
5 Year | 14.82% | 17.19% |
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 | 7.82% | 10.74% |
3 Year | 16.44% | 12.38% |
5 Year | 13.97% | 13.91% |
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 | 12.19% | 12.81% |
Sharp | 0.56% | 0.79% |
Beta | 0.90% | 0.99% |
Alpha | 0.34% | 1.45% |
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 | 6.79 | 4.18 |
Large Cap | 70.94 | 63.79 |
Mid Cap | 10.65 | 14.94 |
Small Cap | 11.62 | 17.09 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 2.82 | 1.04 |
Energy | 5.06 | 4.45 |
Industrials | 9.47 | 10.94 |
Technology | 10.06 | 5.71 |
Consumer Cyclical | 15.39 | 11 |
Basic Materials | 7.57 | 4.26 |
Healthcare | 4.68 | 5.21 |
Consumer Defensive | 8.18 | 9.76 |
Financial Services | 30.87 | 37.26 |
Utilities | 1.99 | 6.65 |
Communication Services | 3.91 | 3.72 |
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