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) | ₹980 Cr | ₹4711 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 | -2.07% | -1.61% |
6 Month | 9.56% | 7.76% |
1 Year | -1.57% | -0.29% |
3 Year | 15.44% | 16.62% |
5 Year | 21.42% | 20.78% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.57% | 5.1% |
1 Year | 7.07% | 4.93% |
3 Year | 14.29% | 15.39% |
5 Year | 15.7% | 16.24% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.35% | 13.57% |
3 Year | 16.14% | 14.8% |
5 Year | 13.7% | 13.66% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.10% | 14.00% |
Sharp | 0.98% | 0.97% |
Beta | 0.92% | 0.97% |
Alpha | 0.35% | 0.47% |
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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 | 6.11 | 9.09 |
Large Cap | 71.35 | 59.32 |
Mid Cap | 10.78 | 10.24 |
Small Cap | 11.76 | 21.35 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.48 | 5.19 |
Energy | 5.63 | 5.51 |
Industrials | 9.28 | 13.87 |
Technology | 9.04 | 6.75 |
Consumer Cyclical | 15.23 | 14.22 |
Basic Materials | 6.99 | 6.85 |
Healthcare | 3.04 | 3.23 |
Consumer Defensive | 6.89 | 1 |
Financial Services | 34.99 | 34.15 |
Utilities | 1.88 | 2.45 |
Communication Services | 4.55 | 4.32 |
Real Estate | - | 2.46 |
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