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) | ₹970 Cr | ₹5791 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 | 0.89% | -1.3% |
| 6 Month | 4.09% | 1.08% |
| 1 Year | 6.69% | 5.45% |
| 3 Year | 14.42% | 16.16% |
| 5 Year | 18.75% | 19.83% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.74% | -0.12% |
| 1 Year | 12.01% | 6.89% |
| 3 Year | 12.92% | 14.55% |
| 5 Year | 14.02% | 16.31% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.42% | 20.76% |
| 3 Year | 16.02% | 21.91% |
| 5 Year | 15.22% | 23.48% |
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 | 9.12 | 14.44 |
| Large Cap | 68.92 | 71.06 |
| Mid Cap | 11.54 | 0.97 |
| Small Cap | 10.42 | 13.53 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 2.92 | 13.5 |
| Energy | 5.38 | 5.51 |
| Industrials | 8.28 | 2.35 |
| Technology | 11.03 | 10.79 |
| Consumer Cyclical | 15.22 | 9.39 |
| Financial Services | 33.45 | 35.64 |
| Basic Materials | 6.98 | 0.49 |
| Healthcare | 4.59 | 4.09 |
| Consumer Defensive | 5.21 | 8.38 |
| Communication Services | 4.53 | 3.72 |
| Utilities | 1.59 | 6.13 |
| Real Estate | 0.83 | - |
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