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

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Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

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Sundaram Value Fund - Regular Plan - Growth

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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 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)	₹942 Cr	₹1442 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

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
1 Month	1.12%	1.28%
6 Month	6%	5.62%
1 Year	3.24%	3.54%
3 Year	14.43%	12.5%
5 Year	19.56%	17.78%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
6 Month	2.57%	2.86%
1 Year	12.61%	12.41%
3 Year	12.87%	12.43%
5 Year	13.95%	13.15%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
1 Year	7.68%	11.54%
3 Year	16.18%	14.89%
5 Year	14.67%	13.59%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	11.89%	11.71%
Sharp	0.67%	0.64%
Beta	0.88%	0.84%
Alpha	-0.42%	-1.57%

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

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
Others	7.82	-
Large Cap	70.1	71.7
Mid Cap	11.64	11.38
Small Cap	10.45	16.91

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
Others	3.05	2.91
Energy	5.08	-
Industrials	8.92	-
Technology	9.59	-
Consumer Cyclical	15.84	-
Financial Services	33.23	-
Basic Materials	7.24	-
Healthcare	4.85	-
Consumer Defensive	5.8	-
Utilities	1.83	-
Communication Services	3.85	-
Real Estate	0.73	-
Petroleum Products	-	6.77
Gas	-	3.1
IT - Software	-	7.19
Retailing	-	1.58
Construction	-	3.5
Banks	-	22.93
Pharmaceuticals & Biotechnology	-	6.18
Cement & Cement Products	-	5.56
Industrial Manufacturing	-	0.67
Healthcare Services	-	1.55
IT - Services	-	0.89
Industrial Products	-	2.77
Diversified FMCG	-	3.37
Automobiles	-	7.69
Consumer Durables	-	1.94
Agricultural Food & other Products	-	1.33
Beverages	-	3.41
Oil	-	0.79
Telecom - Services	-	4.04
Auto Components	-	2.06
Personal Products	-	1.98
Fertilizers & Agrochemicals	-	2.19
Power	-	2.85
Leisure Services	-	1.54
Ferrous Metals	-	1.2