Mirae Asset ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹941 Cr | ₹26076 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 28 Dec 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | 84% |
Expense Ratio | 2.18 | 1.56 |
Manager | Manish Lodha | Neelesh Surana |
ISIN Code | INF174V01077 | INF769K01DK3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
1 Month | 3.65% | 2.91% |
6 Month | 14.5% | 16.53% |
1 Year | -1.22% | - |
3 Year | 13.81% | 16.07% |
5 Year | 20.79% | 21.07% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
6 Month | 3.8% | 4.55% |
1 Year | 12.18% | 14.06% |
3 Year | 13.83% | 16.53% |
5 Year | 14.82% | 15.92% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
1 Year | 7.82% | 15.76% |
3 Year | 16.44% | 18.1% |
5 Year | 13.97% | 19.32% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 12.19% | 12.95% |
Sharp | 0.56% | 0.67% |
Beta | 0.90% | 0.96% |
Alpha | 0.34% | 1.72% |
Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Name | Manish Lodha | Neelesh Surana |
Total AUM | ₹10881 Cr | ₹49127 Cr |
Funds Managed | 9 | 2 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Others | 6.18 | 0.99 |
Large Cap | 70.91 | 68.42 |
Mid Cap | 10.72 | 14.04 |
Small Cap | 12.19 | 16.55 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Others | 2.22 | 0.98 |
Energy | 4.95 | 4.54 |
Industrials | 9.51 | 8.88 |
Technology | 9.55 | 9.46 |
Consumer Cyclical | 14.42 | 16.06 |
Basic Materials | 7.34 | 6.15 |
Healthcare | 4.88 | 10.52 |
Consumer Defensive | 7.29 | 4.6 |
Financial Services | 33.93 | 32.3 |
Utilities | 2.09 | 2.89 |
Communication Services | 3.83 | 2.32 |
Real Estate | - | 1.31 |
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