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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) | ₹953 Cr | ₹4595 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 | -0.04% | -1.11% |
| 6 Month | 11.77% | 9.94% |
| 1 Year | 0.26% | -0.62% |
| 3 Year | 14.29% | 15.26% |
| 5 Year | 20.75% | 19.92% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.03% | 2.26% |
| 1 Year | 4.01% | 1.42% |
| 3 Year | 12.2% | 13.14% |
| 5 Year | 14.18% | 14.63% |
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 | 6.18 | 8.42 |
| Large Cap | 70.91 | 59.84 |
| Mid Cap | 10.72 | 10.01 |
| Small Cap | 12.19 | 21.73 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.22 | 4.55 |
| Energy | 4.95 | 5.27 |
| Industrials | 9.51 | 14.5 |
| Technology | 9.55 | 6.27 |
| Consumer Cyclical | 14.42 | 13.87 |
| Basic Materials | 7.34 | 7.14 |
| Healthcare | 4.88 | 3.38 |
| Consumer Defensive | 7.29 | 1.76 |
| Financial Services | 33.93 | 34.15 |
| Utilities | 2.09 | 2.51 |
| Communication Services | 3.83 | 4.22 |
| Real Estate | - | 2.4 |
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