Parag Parikh Tax Saver Fund Regular vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹942 Cr | ₹5639 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 24 Jul 2019 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | % |
| Expense Ratio | 2.18 | 1.73 |
| Manager | Manish Lodha | Rajeev Thakkar |
| ISIN Code | INF174V01077 | INF879O01092 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.35% | 0.21% |
| 6 Month | 6.58% | 3.65% |
| 1 Year | 6.09% | 5.11% |
| 3 Year | 14.68% | 16.08% |
| 5 Year | 20.2% | 20.78% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.57% | 0.71% |
| 1 Year | 12.61% | 7.64% |
| 3 Year | 12.87% | 14.66% |
| 5 Year | 13.95% | 16.34% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.68% | 21.83% |
| 3 Year | 16.18% | 22.06% |
| 5 Year | 14.67% | 24% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.89% | 9.37% |
| Sharp | 0.67% | 0.98% |
| Beta | 0.88% | 0.66% |
| Alpha | -0.42% | 3.02% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Name | Manish Lodha | Rajeev Thakkar |
| Total AUM | ₹10881 Cr | ₹0 Cr |
| Funds Managed | 9 | 5 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 7.82 | 15.3 |
| Large Cap | 70.1 | 70.57 |
| Mid Cap | 11.64 | 1.01 |
| Small Cap | 10.45 | 13.13 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 3.05 | 14.38 |
| Energy | 5.08 | 5.68 |
| Industrials | 8.92 | 1.02 |
| Technology | 9.59 | 10.5 |
| Consumer Cyclical | 15.84 | 9.55 |
| Financial Services | 33.23 | 36.55 |
| Basic Materials | 7.24 | 0.49 |
| Healthcare | 4.85 | 4.14 |
| Consumer Defensive | 5.8 | 8.16 |
| Utilities | 1.83 | 6.05 |
| Communication Services | 3.85 | 3.49 |
| Real Estate | 0.73 | - |
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