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Tata ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹980 Cr | ₹4711 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 13 Oct 2014 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 20% |
| Expense Ratio | 2.18 | 1.82 |
| Manager | Manish Lodha | Sailesh Jain |
| ISIN Code | INF174V01077 | INF277K01I52 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.68% | -2.58% |
| 6 Month | 8.13% | 6.79% |
| 1 Year | -0.63% | 0.01% |
| 3 Year | 13.64% | 14.72% |
| 5 Year | 20.19% | 19.57% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.13% | 3.47% |
| 1 Year | 3.09% | 0.65% |
| 3 Year | 11.91% | 12.84% |
| 5 Year | 14.02% | 14.46% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.82% | 13.05% |
| 3 Year | 16.44% | 14.97% |
| 5 Year | 13.97% | 13.83% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.20% | 13.32% |
| Sharp | 0.70% | 0.72% |
| Beta | 0.90% | 0.96% |
| Alpha | 0.11% | 0.66% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Lodha | Sailesh Jain |
| Total AUM | ₹10881 Cr | ₹17041 Cr |
| Funds Managed | 9 | 7 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.11 | 9.09 |
| Large Cap | 71.35 | 59.32 |
| Mid Cap | 10.78 | 10.24 |
| Small Cap | 11.76 | 21.35 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.48 | 5.19 |
| Energy | 5.63 | 5.51 |
| Industrials | 9.28 | 13.87 |
| Technology | 9.04 | 6.75 |
| Consumer Cyclical | 15.23 | 14.22 |
| Basic Materials | 6.99 | 6.85 |
| Healthcare | 3.04 | 3.23 |
| Consumer Defensive | 6.89 | 1 |
| Financial Services | 34.99 | 34.15 |
| Utilities | 1.88 | 2.45 |
| Communication Services | 4.55 | 4.32 |
| Real Estate | - | 2.46 |
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