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	2.62%	2.95%
6 Month	6.86%	6.82%
1 Year	5.59%	6.26%
3 Year	14.83%	12.96%
5 Year	20.45%	18.75%

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	2.9
Large Cap	70.1	71.59
Mid Cap	11.64	8.58
Small Cap	10.45	16.93

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
Others	3.05	2.9
Energy	5.08	7.55
Industrials	8.92	10.01
Technology	9.59	7.19
Consumer Cyclical	15.84	12.8
Financial Services	33.23	22.93
Basic Materials	7.24	8.81
Healthcare	4.85	7.73
Consumer Defensive	5.8	10.1
Utilities	1.83	5.95
Communication Services	3.85	4.04
Real Estate	0.73	-