Sundaram Diversified Equity (ELSS) Regular Plan vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹980 Cr | ₹1519 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 22 Nov 1999 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | 18% |
Expense Ratio | 2.18 | 2.2 |
Manager | Manish Lodha | Sudhir Kedia |
ISIN Code | INF174V01077 | INF903J01538 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Month | 1.24% | 2.46% |
6 Month | 8.56% | 8.32% |
1 Year | -0.31% | 2.98% |
3 Year | 17.59% | 17.14% |
5 Year | 21.81% | 20.37% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | 6.27% | 6.18% |
1 Year | 9.36% | 9.42% |
3 Year | 14.87% | 13.82% |
5 Year | 16.16% | 14.95% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 8.35% | 11.98% |
3 Year | 16.14% | 14.87% |
5 Year | 13.7% | 13.4% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.10% | 11.71% |
Sharp | 0.98% | 0.97% |
Beta | 0.92% | 0.88% |
Alpha | 0.35% | -1.6% |
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Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Name | Manish Lodha | Sudhir Kedia |
Total AUM | ₹10881 Cr | ₹10423 Cr |
Funds Managed | 9 | 8 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 6.11 | 6.9 |
Large Cap | 71.35 | 70.32 |
Mid Cap | 10.78 | 12.98 |
Small Cap | 11.76 | 9.79 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 2.48 | 5.92 |
Energy | 5.63 | 6.37 |
Industrials | 9.28 | 10.48 |
Technology | 9.04 | 6.64 |
Consumer Cyclical | 15.23 | 11.74 |
Basic Materials | 6.99 | 6.34 |
Healthcare | 3.04 | 6.69 |
Consumer Defensive | 6.89 | 7.07 |
Financial Services | 34.99 | 31.88 |
Utilities | 1.88 | 1.86 |
Communication Services | 4.55 | 5.01 |
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