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) | ₹980 Cr | ₹3882 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 | -3.34% | -4.25% |
6 Month | 6.71% | 4.09% |
1 Year | -3.18% | -4.61% |
3 Year | 14.54% | 12.84% |
5 Year | 21.03% | 18.64% |
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 | 4.57% | 3.85% |
1 Year | 7.07% | 3.22% |
3 Year | 14.29% | 13.43% |
5 Year | 15.7% | 13.7% |
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 | 13.10% | 12.37% |
Sharp | 0.98% | 0.92% |
Beta | 0.92% | 0.94% |
Alpha | 0.35% | -2.11% |
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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 | 6.11 | 7.46 |
Large Cap | 71.35 | 69.68 |
Mid Cap | 10.78 | 14.73 |
Small Cap | 11.76 | 8.13 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.48 | 3.13 |
Energy | 5.63 | 4.75 |
Industrials | 9.28 | 9.22 |
Technology | 9.04 | 9.9 |
Consumer Cyclical | 15.23 | 13.9 |
Basic Materials | 6.99 | 3.2 |
Healthcare | 3.04 | 6.45 |
Consumer Defensive | 6.89 | 6.75 |
Financial Services | 34.99 | 32.08 |
Utilities | 1.88 | 3.09 |
Communication Services | 4.55 | 5.17 |
Real Estate | - | 2.38 |
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