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 | 3.29% | 3.09% |
6 Month | -1.26% | -4.01% |
1 Year | 5.03% | 6.78% |
3 Year | 14.24% | 12.69% |
5 Year | 22.46% | 20.67% |
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 | 2.79% | 0.85% |
1 Year | -1.47% | -5.1% |
3 Year | 14.04% | 12.89% |
5 Year | 16.27% | 14.04% |
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 | 9.25% | 11.44% |
3 Year | 16.49% | 11.24% |
5 Year | 13.21% | 12.09% |
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% | 0.28% |
Beta | 0.924% | 0.94% |
Alpha | -0.862% | -2.54% |
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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 | 2.72 |
Large Cap | 68.96 | 70.82 |
Small Cap | 14.55 | 6.63 |
Mid Cap | 14.27 | 19.84 |
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 | 2.72 |
Energy | 5.95 | 3.08 |
Technology | 7.56 | 10.44 |
Industrials | 11.25 | 7.14 |
Basic Materials | 9.37 | 5.22 |
Consumer Defensive | 6.16 | 6.89 |
Financial Services | 32.22 | 32.26 |
Consumer Cyclical | 16.49 | 13.94 |
Healthcare | 2.91 | 5.88 |
Communication Services | 3.46 | 6.36 |
Utilities | 2.4 | 3.56 |
Real Estate | - | 2.52 |
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