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) | ₹982 Cr | ₹782 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 | -1.28% | -2.58% |
| 6 Month | 2.24% | 0.52% |
| 1 Year | 3.11% | -1.36% |
| 3 Year | 14.16% | 11.42% |
| 5 Year | 17.01% | 15.45% |
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 | 2.11% | 0.28% |
| 1 Year | 13.7% | 8.19% |
| 3 Year | 12.45% | 10.43% |
| 5 Year | 13.44% | 11.82% |
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 | 7.39% | 11.59% |
| 3 Year | 15.88% | 14.18% |
| 5 Year | 15.25% | 15.48% |
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 | 11.85% | 11.72% |
| Sharp | 0.63% | 0.46% |
| Beta | 0.88% | 0.84% |
| Alpha | -0.15% | -1.85% |
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 | 10.1 | 10.63 |
| Large Cap | 67.82 | 57.57 |
| Mid Cap | 12.58 | 18.68 |
| Small Cap | 9.5 | 13.12 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.27 | 2.44 |
| Energy | 5.61 | 7.07 |
| Industrials | 8.27 | 11.28 |
| Technology | 12.2 | 9.8 |
| Consumer Cyclical | 15.54 | 12.03 |
| Financial Services | 33.67 | 30.04 |
| Basic Materials | 6.33 | 6.74 |
| Consumer Defensive | 4.91 | 5.67 |
| Healthcare | 4.68 | 10.48 |
| Communication Services | 4.4 | 3.98 |
| Utilities | 1.22 | - |
| Real Estate | 0.91 | 0.47 |
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