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) | ₹953 Cr | ₹15339 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 | -2.78% | -0.81% |
6 Month | 10.06% | 13.77% |
1 Year | 0.22% | 2.11% |
3 Year | 13.58% | 17.3% |
5 Year | 20.49% | 23.32% |
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 | 2.03% | 4.23% |
1 Year | 4.01% | 7.12% |
3 Year | 12.2% | 16.37% |
5 Year | 14.18% | 17.51% |
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 | 12.20% | 12.81% |
Sharp | 0.70% | 0.94% |
Beta | 0.90% | 0.98% |
Alpha | 0.11% | 1.33% |
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 | 6.18 | 3.86 |
Large Cap | 70.91 | 64.75 |
Mid Cap | 10.72 | 14.38 |
Small Cap | 12.19 | 17.01 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 2.22 | 0.73 |
Energy | 4.95 | 4.4 |
Industrials | 9.51 | 11.38 |
Technology | 9.55 | 5.28 |
Consumer Cyclical | 14.42 | 11.26 |
Basic Materials | 7.34 | 4.24 |
Healthcare | 4.88 | 4.43 |
Consumer Defensive | 7.29 | 9.42 |
Financial Services | 33.93 | 38.38 |
Utilities | 2.09 | 6.78 |
Communication Services | 3.83 | 3.7 |
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