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) | ₹953 Cr | ₹5538 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 | 0.71% | 0.01% |
6 Month | 13.57% | 9.78% |
1 Year | -0.29% | 4.83% |
3 Year | 14.67% | 18.79% |
5 Year | 20.22% | 21.74% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 2.32% | 1.33% |
1 Year | 7.42% | 6.2% |
3 Year | 13.68% | 16.7% |
5 Year | 15.13% | 17.95% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 7.82% | 22.57% |
3 Year | 16.44% | 22.15% |
5 Year | 13.97% | 24.48% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.20% | 9.65% |
Sharp | 0.70% | 1.24% |
Beta | 0.90% | 0.66% |
Alpha | 0.11% | 5.77% |
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 | 6.18 | 15.23 |
Large Cap | 70.91 | 71.06 |
Mid Cap | 10.72 | 1.27 |
Small Cap | 12.19 | 12.44 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 2.22 | 15.23 |
Energy | 4.95 | 5.58 |
Industrials | 9.51 | 1 |
Technology | 9.55 | 11.22 |
Consumer Cyclical | 14.42 | 15.94 |
Basic Materials | 7.34 | 0.59 |
Healthcare | 4.88 | 4.36 |
Consumer Defensive | 7.29 | 7 |
Financial Services | 33.93 | 29.49 |
Utilities | 2.09 | 5.97 |
Communication Services | 3.83 | 3.62 |
Top Comparisons
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.65%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.33%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.3%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns19.01%
Bandhan Small Cap Fund Regular Growth
3Y Returns29.72%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns20.76%
SBI Focused Fund - Regular Plan -Growth
3Y Returns15.23%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns14.54%