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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) | ₹896 Cr | ₹3643 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 | 1.51% | 2.1% |
| 6 Month | -0.96% | -2.78% |
| 1 Year | 3.85% | 3.17% |
| 3 Year | 18.99% | 17.95% |
| 5 Year | 23.28% | 20.91% |
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 | 7.49% | 6.8% |
| 1 Year | 6.59% | 3.93% |
| 3 Year | 14.66% | 14.14% |
| 5 Year | 16.11% | 14.29% |
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 | 8.35% | 11.19% |
| 3 Year | 16.14% | 11.24% |
| 5 Year | 13.7% | 12.2% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.523% | 12.37% |
| Sharp | 0.377% | 0.67% |
| Beta | 0.924% | 0.94% |
| Alpha | -0.862% | -2.15% |
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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 | 2.22 | 3.67 |
| Large Cap | 68.96 | 70.46 |
| Small Cap | 14.55 | 6.24 |
| Mid Cap | 14.27 | 19.63 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.22 | 3.67 |
| Energy | 5.95 | - |
| Technology | 7.56 | - |
| Industrials | 11.25 | - |
| Basic Materials | 9.37 | - |
| Consumer Defensive | 6.16 | - |
| Financial Services | 32.22 | - |
| Consumer Cyclical | 16.49 | - |
| Healthcare | 2.91 | - |
| Communication Services | 3.46 | - |
| Utilities | 2.4 | - |
| Petroleum Products | - | 4.8 |
| Industrial Products | - | 2.98 |
| IT - Software | - | 9.23 |
| Retailing | - | 4.51 |
| Pharmaceuticals & Biotechnology | - | 2.8 |
| Banks | - | 21.77 |
| Automobiles | - | 4.06 |
| Cement & Cement Products | - | 1.97 |
| Ferrous Metals | - | 2.1 |
| Realty | - | 2.48 |
| Personal Products | - | 2.36 |
| Finance | - | 5.74 |
| Fertilizers & Agrochemicals | - | 1.21 |
| Consumer Durables | - | 5.08 |
| Agricultural Food & other Products | - | 1.11 |
| Food Products | - | 1.43 |
| Aerospace & Defense | - | 1.56 |
| Leisure Services | - | 2.32 |
| Telecom - Services | - | 4.73 |
| Healthcare Services | - | 2.83 |
| Financial Technology (Fintech) | - | 0.66 |
| Entertainment | - | 0.51 |
| Power | - | 2.48 |
| Insurance | - | 2.98 |
| Auto Components | - | 3.33 |
| Gas | - | 1.3 |
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