Mahindra Manulife ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare

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Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

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Tata ELSS Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹970 Cr	₹4717 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

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Month	0.94%	2.62%
6 Month	3.77%	6.17%
1 Year	9.57%	8.1%
3 Year	14.73%	15.63%
5 Year	19.1%	18.29%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	2.15%	3.53%
1 Year	13.06%	14.53%
3 Year	12.95%	14.7%
5 Year	13.91%	15.02%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	7.4%	12.49%
3 Year	16.05%	15.03%
5 Year	15.14%	14.05%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation	11.89%	13.16%
Sharp	0.67%	0.66%
Beta	0.88%	0.97%
Alpha	-0.42%	-0.46%

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

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	9.12	8.81
Large Cap	68.92	60.41
Mid Cap	11.54	9.97
Small Cap	10.42	20.81

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	2.92	3.65
Energy	5.38	5.45
Industrials	8.28	15.33
Technology	11.03	6.25
Consumer Cyclical	15.22	13.04
Financial Services	33.45	34.31
Basic Materials	6.98	7.32
Healthcare	4.59	3.39
Consumer Defensive	5.21	1.85
Communication Services	4.53	4.41
Utilities	1.59	2.47
Real Estate	0.83	2.54