Mahindra Manulife ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹973 Cr | ₹4748 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 13 Oct 2014 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 20% |
| Expense Ratio | 2.18 | 1.82 |
| Manager | Manish Lodha | Sailesh Jain |
| ISIN Code | INF174V01077 | INF277K01I52 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.61% | -0.67% |
| 6 Month | -0.12% | 1.1% |
| 1 Year | 9.04% | 6.3% |
| 3 Year | 14.8% | 15.5% |
| 5 Year | 15.53% | 15.16% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.22% | 0.65% |
| 1 Year | 7.09% | 9.52% |
| 3 Year | 10.28% | 12% |
| 5 Year | 12.24% | 13.46% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.39% | 12.2% |
| 3 Year | 15.67% | 15.07% |
| 5 Year | 15.51% | 14.21% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.44% | 12.5% |
| Sharp | 0.77% | 0.77% |
| Beta | 0.88% | 0.97% |
| Alpha | -0.56% | -0.59% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Lodha | Sailesh Jain |
| Total AUM | ₹10881 Cr | ₹17041 Cr |
| Funds Managed | 9 | 7 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.93 | 11.06 |
| Large Cap | 68.56 | 57.83 |
| Mid Cap | 12.52 | 12.85 |
| Small Cap | 8.99 | 18.25 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.98 | 2 |
| Energy | 6.41 | 5.48 |
| Industrials | 8.34 | 13.7 |
| Technology | 12.23 | 7.42 |
| Consumer Cyclical | 15.45 | 14.2 |
| Financial Services | 33.47 | 33.8 |
| Basic Materials | 5.67 | 6.88 |
| Consumer Defensive | 4.93 | 1.15 |
| Healthcare | 5.06 | 4.59 |
| Communication Services | 4.5 | 6.24 |
| Utilities | 1.08 | 2.4 |
| Real Estate | 0.87 | 2.15 |
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