- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Diversified Equity (ELSS) Regular Plan vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Sundaram Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹941 Cr | ₹1461 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹100 |
| 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 Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.75% | 1.72% |
| 6 Month | 15.78% | 15.31% |
| 1 Year | -0.89% | -0.36% |
| 3 Year | 15.17% | 12.99% |
| 5 Year | 20.41% | 18.4% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.8% | 3.28% |
| 1 Year | 12.18% | 10.49% |
| 3 Year | 13.83% | 12.62% |
| 5 Year | 14.82% | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.82% | 11.72% |
| 3 Year | 16.44% | 14.94% |
| 5 Year | 13.97% | 13.5% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.19% | 11.71% |
| Sharp | 0.56% | 0.58% |
| Beta | 0.90% | 0.84% |
| Alpha | 0.34% | -1.04% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.18 | 13.97 |
| Large Cap | 70.91 | 68.83 |
| Mid Cap | 10.72 | 9.76 |
| Small Cap | 12.19 | 7.44 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.22 | 13.97 |
| Energy | 4.95 | 6.49 |
| Industrials | 9.51 | 5.93 |
| Technology | 9.55 | 5.44 |
| Consumer Cyclical | 14.42 | 13.47 |
| Basic Materials | 7.34 | 6.38 |
| Healthcare | 4.88 | 5.49 |
| Consumer Defensive | 7.29 | 7.3 |
| Financial Services | 33.93 | 29.04 |
| Utilities | 2.09 | 3.19 |
| Communication Services | 3.83 | 3.29 |
Top Comparisons
ICICI Prudential Gilt Fund - Growth
3Y Returns7.75%
HDFC Gilt Fund - Growth Plan
3Y Returns7.13%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.93%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.93%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns17.17%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns13.42%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns16.61%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns18.04%
