Mahindra Manulife ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹896 Cr | ₹4398 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 Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Month | 3.53% | 2.67% |
6 Month | -10.48% | -12.27% |
1 Year | 7.64% | 10.67% |
3 Year | 12.89% | 14.02% |
5 Year | 24.06% | 23.36% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | -1.06% | -3.67% |
1 Year | -5.52% | -6.76% |
3 Year | 12.89% | 14.08% |
5 Year | 16.11% | 16.4% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Year | 9.25% | 13.97% |
3 Year | 16.49% | 14.85% |
5 Year | 13.21% | 13.39% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Standard Deviation | 13.523% | 14.429% |
Sharp | 0.377% | 0.451% |
Beta | 0.924% | 0.972% |
Alpha | -0.862% | 0.237% |
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Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
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 Tax Saver Fund-Growth-Regular Plan |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 2.22 | 5.12 |
Large Cap | 68.96 | 60.14 |
Small Cap | 14.55 | 24.69 |
Mid Cap | 14.27 | 10.05 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 2.22 | 4.54 |
Energy | 5.95 | 5.19 |
Technology | 7.56 | 7.95 |
Industrials | 11.25 | 13.81 |
Basic Materials | 9.37 | 7.21 |
Consumer Defensive | 6.16 | 1.49 |
Financial Services | 32.22 | 31.02 |
Consumer Cyclical | 16.49 | 16.2 |
Healthcare | 2.91 | 3.54 |
Communication Services | 3.46 | 3.74 |
Utilities | 2.4 | 2.54 |
Real Estate | - | 2.78 |
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