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) | ₹982 Cr | ₹5867 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 | -0.86% | -0.95% |
| 6 Month | 2.41% | -0.11% |
| 1 Year | 3.87% | 3.21% |
| 3 Year | 14.17% | 16.47% |
| 5 Year | 16.94% | 18.56% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.11% | 0.05% |
| 1 Year | 13.7% | 7.6% |
| 3 Year | 12.45% | 13.7% |
| 5 Year | 13.44% | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.36% | 20.5% |
| 3 Year | 15.82% | 21.82% |
| 5 Year | 15.36% | 23.25% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.85% | 9.38% |
| Sharp | 0.63% | 0.95% |
| Beta | 0.88% | 0.66% |
| Alpha | -0.15% | 3.20% |
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 | 10.1 | 14.71 |
| Large Cap | 67.82 | 70.72 |
| Mid Cap | 12.58 | 0.97 |
| Small Cap | 9.5 | 13.59 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 2.27 | 13.88 |
| Energy | 5.61 | 5.26 |
| Industrials | 8.27 | 2.28 |
| Technology | 12.2 | 11.13 |
| Consumer Cyclical | 15.54 | 9.48 |
| Financial Services | 33.67 | 35.09 |
| Basic Materials | 6.33 | 0.49 |
| Consumer Defensive | 4.91 | 8.38 |
| Healthcare | 4.68 | 4.2 |
| Communication Services | 4.4 | 3.82 |
| Utilities | 1.22 | 5.99 |
| Real Estate | 0.91 | - |
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