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

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tortoise-icon Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

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tortoise-icon Sundaram Diversified Equity (ELSS) 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 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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