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) | ₹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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