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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 | ₹1488 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 | 1.51% | 1.81% |
| 6 Month | -0.96% | -1.96% |
| 1 Year | 3.85% | 4.66% |
| 3 Year | 18.99% | 17.43% |
| 5 Year | 23.28% | 21.59% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.49% | 6.53% |
| 1 Year | 6.59% | 5.71% |
| 3 Year | 14.66% | 13.14% |
| 5 Year | 16.11% | 14.59% |
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 | 13.523% | 11.71% |
| Sharp | 0.377% | 0.72% |
| Beta | 0.924% | 0.87% |
| Alpha | -0.862% | -1.4% |
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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 | 4.28 |
| Large Cap | 68.96 | 71.87 |
| Small Cap | 14.55 | 9.96 |
| Mid Cap | 14.27 | 13.89 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 2.22 | 4.28 |
| Energy | 5.95 | - |
| Technology | 7.56 | - |
| Industrials | 11.25 | - |
| Basic Materials | 9.37 | - |
| Consumer Defensive | 6.16 | - |
| Financial Services | 32.22 | - |
| Consumer Cyclical | 16.49 | - |
| Healthcare | 2.91 | - |
| Communication Services | 3.46 | - |
| Utilities | 2.4 | - |
| Petroleum Products | - | 5.38 |
| IT - Software | - | 5.74 |
| Retailing | - | 2.79 |
| Cement & Cement Products | - | 3.91 |
| IT - Services | - | 0.53 |
| Construction | - | 3.15 |
| Diversified FMCG | - | 5.23 |
| Banks | - | 29.24 |
| Pharmaceuticals & Biotechnology | - | 5.34 |
| Industrial Manufacturing | - | 0.93 |
| Automobiles | - | 5.42 |
| Healthcare Services | - | 2.38 |
| Finance | - | 2.46 |
| Gas | - | 1.05 |
| Transport Services | - | 1.92 |
| Consumer Durables | - | 2.62 |
| Insurance | - | 1.03 |
| Agricultural Food & other Products | - | 1.35 |
| Industrial Products | - | 0.51 |
| Electrical Equipment | - | 0.64 |
| Oil | - | 0.77 |
| Chemicals & Petrochemicals | - | 0.93 |
| Telecom - Services | - | 3.26 |
| Auto Components | - | 1.24 |
| Capital Markets | - | 2.04 |
| Fertilizers & Agrochemicals | - | 2.22 |
| Beverages | - | 1.11 |
| Power | - | 0.92 |
| Transport Infrastructure | - | 0.53 |
| Leisure Services | - | 1.08 |
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