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) | ₹896 Cr | ₹1468 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 | 2.21 |
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 | 3.29% | 3.41% |
6 Month | -1.26% | -0.89% |
1 Year | 5.03% | 6.42% |
3 Year | 14.24% | 13.4% |
5 Year | 22.46% | 21.43% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | 2.79% | 2.11% |
1 Year | -1.47% | -0.89% |
3 Year | 14.04% | 12.79% |
5 Year | 16.27% | 14.93% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 9.25% | 12.34% |
3 Year | 16.49% | 14.95% |
5 Year | 13.21% | 13.23% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.523% | 11.71% |
Sharp | 0.377% | 0.35% |
Beta | 0.924% | 0.87% |
Alpha | -0.862% | -1.41% |
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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 | 2.22 | 3.85 |
Large Cap | 68.96 | 72.56 |
Small Cap | 14.55 | 10.27 |
Mid Cap | 14.27 | 13.33 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 2.22 | 4.33 |
Energy | 5.95 | 5.59 |
Technology | 7.56 | 9.43 |
Industrials | 11.25 | 11.4 |
Basic Materials | 9.37 | 5.59 |
Consumer Defensive | 6.16 | 6.1 |
Financial Services | 32.22 | 33.52 |
Consumer Cyclical | 16.49 | 10.51 |
Healthcare | 2.91 | 6.76 |
Communication Services | 3.46 | 5.33 |
Utilities | 2.4 | 1.44 |
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