Sundaram Diversified Equity (ELSS) Regular Plan vs Mahindra Manulife ELSS Tax Saver Fund compare

Link copied to clipboard!

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

Invest Now

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	-2.45%	-0.73%
6 Month	7.7%	7.28%
1 Year	-2.22%	0.88%
3 Year	15.24%	14.49%
5 Year	21.26%	19.81%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	4.57%	5.62%
1 Year	7.07%	8.81%
3 Year	14.29%	13.9%
5 Year	15.7%	14.88%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	7.82%	11.72%
3 Year	16.44%	14.94%
5 Year	13.97%	13.5%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

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

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