UTI ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹942 Cr | ₹3678 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 30 Jul 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 23% |
| Expense Ratio | 2.18 | 1.9 |
| Manager | Manish Lodha | Vishal Chopda |
| ISIN Code | INF174V01077 | INF789F01547 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.58% | 2.65% |
| 6 Month | 6.41% | 6.02% |
| 1 Year | 5.23% | 2.29% |
| 3 Year | 14.64% | 12.74% |
| 5 Year | 20.73% | 18.07% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.33% | -0.33% |
| 1 Year | 7.03% | 4.82% |
| 3 Year | 10.92% | 10.32% |
| 5 Year | 12.91% | 11.13% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.68% | 10.86% |
| 3 Year | 16.18% | 11.39% |
| 5 Year | 14.67% | 12.32% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.89% | 12.89% |
| Sharp | 0.67% | 0.49% |
| Beta | 0.88% | 0.94% |
| Alpha | -0.42% | -2.53% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Lodha | Vishal Chopda |
| Total AUM | ₹10881 Cr | ₹6487 Cr |
| Funds Managed | 9 | 3 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.82 | 7.09 |
| Large Cap | 70.1 | 72.25 |
| Mid Cap | 11.64 | 12.1 |
| Small Cap | 10.45 | 8.55 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.05 | 1.71 |
| Energy | 5.08 | 5.58 |
| Industrials | 8.92 | 7.77 |
| Technology | 9.59 | 9.7 |
| Consumer Cyclical | 15.84 | 13.77 |
| Financial Services | 33.23 | 32.83 |
| Basic Materials | 7.24 | 3.12 |
| Healthcare | 4.85 | 6.34 |
| Consumer Defensive | 5.8 | 5.83 |
| Utilities | 1.83 | 3.5 |
| Communication Services | 3.85 | 7.22 |
| Real Estate | 0.73 | 2.62 |
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