PGIM India ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹942 Cr | ₹757 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 11 Dec 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 24% |
| Expense Ratio | 2.18 | 2.25 |
| Manager | Manish Lodha | Bhupesh Kalyani |
| ISIN Code | INF174V01077 | INF663L01FQ8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.58% | 2.85% |
| 6 Month | 6.41% | 4.86% |
| 1 Year | 5.23% | 5.33% |
| 3 Year | 14.64% | 12.69% |
| 5 Year | 20.73% | 19.98% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.33% | -0.71% |
| 1 Year | 7.03% | 4.05% |
| 3 Year | 10.92% | 9.72% |
| 5 Year | 12.91% | 11.77% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.68% | 12.21% |
| 3 Year | 16.18% | 14.43% |
| 5 Year | 14.67% | 15.22% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.89% | 11.77% |
| Sharp | 0.67% | 0.52% |
| Beta | 0.88% | 0.84% |
| Alpha | -0.42% | -1.81% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Lodha | Bhupesh Kalyani |
| Total AUM | ₹10881 Cr | ₹2742 Cr |
| Funds Managed | 9 | 13 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.82 | 10.36 |
| Large Cap | 70.1 | 56.74 |
| Mid Cap | 11.64 | 19.76 |
| Small Cap | 10.45 | 13.13 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.05 | 4.82 |
| Energy | 5.08 | 6.37 |
| Industrials | 8.92 | 11.43 |
| Technology | 9.59 | 8.2 |
| Consumer Cyclical | 15.84 | 13.04 |
| Financial Services | 33.23 | 29.32 |
| Basic Materials | 7.24 | 7.35 |
| Healthcare | 4.85 | 10.72 |
| Consumer Defensive | 5.8 | 4.64 |
| Utilities | 1.83 | - |
| Communication Services | 3.85 | 3.69 |
| Real Estate | 0.73 | 0.44 |
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