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) | ₹941 Cr | ₹779 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 | 3.65% | 2.54% |
6 Month | 14.5% | 13.73% |
1 Year | -1.22% | 0.06% |
3 Year | 13.81% | 12.78% |
5 Year | 20.79% | 20.09% |
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 | 3.8% | 2.95% |
1 Year | 12.18% | 9.6% |
3 Year | 13.83% | 12.59% |
5 Year | 14.82% | 13.72% |
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 | 7.82% | 12.63% |
3 Year | 16.44% | 14.62% |
5 Year | 13.97% | 15.06% |
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 | 12.19% | 12.03% |
Sharp | 0.56% | 0.50% |
Beta | 0.90% | 0.86% |
Alpha | 0.34% | -0.27% |
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 | 6.18 | 9.42 |
Large Cap | 70.91 | 57.5 |
Mid Cap | 10.72 | 19.9 |
Small Cap | 12.19 | 13.18 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.22 | 5.55 |
Energy | 4.95 | 6.31 |
Industrials | 9.51 | 11.01 |
Technology | 9.55 | 9.61 |
Consumer Cyclical | 14.42 | 11.84 |
Basic Materials | 7.34 | 6.3 |
Healthcare | 4.88 | 10.86 |
Consumer Defensive | 7.29 | 4.99 |
Financial Services | 33.93 | 29.47 |
Utilities | 2.09 | - |
Communication Services | 3.83 | 3.65 |
Real Estate | - | 0.4 |
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