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) | ₹950 Cr | ₹4582 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 | 3.45% | 2.89% |
6 Month | 5.46% | 0.87% |
1 Year | 3.02% | 2.78% |
3 Year | 19.52% | 20.69% |
5 Year | 22.7% | 22.2% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.78% | 9.5% |
1 Year | 13.17% | 10.32% |
3 Year | 16.05% | 16.96% |
5 Year | 16.83% | 17.18% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.35% | 13.57% |
3 Year | 16.14% | 14.8% |
5 Year | 13.7% | 13.66% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.10% | 14.00% |
Sharp | 0.98% | 0.97% |
Beta | 0.92% | 0.97% |
Alpha | 0.35% | 0.47% |
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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 | 3.24 | 7.2 |
Large Cap | 73.58 | 61.49 |
Mid Cap | 10.69 | 9.9 |
Small Cap | 12.49 | 21.41 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.12 | 5.4 |
Energy | 5.5 | 5.44 |
Industrials | 9.52 | 13.79 |
Technology | 8.18 | 6.67 |
Basic Materials | 7.27 | 6.69 |
Healthcare | 2.96 | 3.25 |
Consumer Defensive | 6.72 | 0.99 |
Financial Services | 36.02 | 34.16 |
Consumer Cyclical | 15.53 | 14.48 |
Utilities | 1.98 | 2.51 |
Communication Services | 4.19 | 4.1 |
Real Estate | - | 2.5 |
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