NIPPON INDIA ELSS TAX SAVER FUND vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹942 Cr | ₹14934 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 21 Sep 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | 23% |
Expense Ratio | 2.18 | 1.69 |
Manager | Manish Lodha | Ashutosh Bhargava |
ISIN Code | INF174V01077 | INF204K01GK4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
1 Month | -0.55% | 0.18% |
6 Month | 11.35% | 11.82% |
1 Year | 0.66% | -1.11% |
3 Year | 15.72% | 18.86% |
5 Year | 20.15% | 22.75% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
6 Month | 1.26% | 1.48% |
1 Year | 10.95% | 11.6% |
3 Year | 12.76% | 15.48% |
5 Year | 14% | 16.53% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
1 Year | 7.68% | 10.51% |
3 Year | 16.18% | 12.51% |
5 Year | 14.67% | 14.06% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 11.92% | 12.81% |
Sharp | 0.68% | 0.88% |
Beta | 0.90% | 1% |
Alpha | 0.11% | 1.22% |
Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Name | Manish Lodha | Ashutosh Bhargava |
Total AUM | ₹10881 Cr | ₹121448 Cr |
Funds Managed | 9 | 12 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 6.79 | 4.18 |
Large Cap | 70.94 | 63.79 |
Mid Cap | 10.65 | 14.94 |
Small Cap | 11.62 | 17.09 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 2.82 | 1.04 |
Energy | 5.06 | 4.45 |
Industrials | 9.47 | 10.94 |
Technology | 10.06 | 5.71 |
Consumer Cyclical | 15.39 | 11 |
Basic Materials | 7.57 | 4.26 |
Healthcare | 4.68 | 5.21 |
Consumer Defensive | 8.18 | 9.76 |
Financial Services | 30.87 | 37.26 |
Utilities | 1.99 | 6.65 |
Communication Services | 3.91 | 3.72 |
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