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UTI ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare

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tortoise-icon Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

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tortoise-icon UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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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 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) ₹941 Cr ₹3665 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 3.75% 3.65%
6 Month 15.78% 14.71%
1 Year -0.89% -3.98%
3 Year 15.17% 13.11%
5 Year 20.41% 18.08%

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 3.8% 3.21%
1 Year 12.18% 8.48%
3 Year 13.83% 12.94%
5 Year 14.82% 12.83%

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 7.82% 10.99%
3 Year 16.44% 11.32%
5 Year 13.97% 12.26%

Risk Management

Scheme Name Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation 12.19% 12.37%
Sharp 0.56% 0.48%
Beta 0.90% 0.93%
Alpha 0.34% -2.45%

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 6.79 6.22
Large Cap 70.94 71.67
Mid Cap 10.65 13.1
Small Cap 11.62 9

Sector Allocation

Scheme Name

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 2.82 1.02
Energy 5.06 4.54
Industrials 9.47 8.19
Technology 10.06 10.21
Consumer Cyclical 15.39 14.57
Basic Materials 7.57 3.21
Healthcare 4.68 6.66
Consumer Defensive 8.18 6.13
Financial Services 30.87 32.36
Utilities 1.99 3.58
Communication Services 3.91 7.21
Real Estate - 2.31

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