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) | ₹982 Cr | ₹3785 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 | 0.41% | 0.8% |
| 6 Month | 3.23% | 2.24% |
| 1 Year | 8.07% | 4.61% |
| 3 Year | 15.21% | 13.99% |
| 5 Year | 17.69% | 14.71% |
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 | 0.75% | 0.45% |
| 1 Year | 9.96% | 8.09% |
| 3 Year | 11.94% | 11.32% |
| 5 Year | 13.36% | 11.74% |
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 | 7.36% | 10.58% |
| 3 Year | 15.82% | 11.54% |
| 5 Year | 15.36% | 12.47% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.85% | 12.37% |
| Sharp | 0.63% | 0.56% |
| Beta | 0.88% | 0.95% |
| Alpha | -0.15% | -2.24% |
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 | 10.1 | 5.14 |
| Large Cap | 67.82 | 71.92 |
| Mid Cap | 12.58 | 13.78 |
| Small Cap | 9.5 | 9.16 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.27 | 0.61 |
| Energy | 5.61 | 5.54 |
| Industrials | 8.27 | 7.69 |
| Technology | 12.2 | 10.77 |
| Consumer Cyclical | 15.54 | 13.26 |
| Financial Services | 33.67 | 33.83 |
| Basic Materials | 6.33 | 3.91 |
| Consumer Defensive | 4.91 | 5.1 |
| Healthcare | 4.68 | 5.79 |
| Communication Services | 4.4 | 7.07 |
| Utilities | 1.22 | 3.3 |
| Real Estate | 0.91 | 3.12 |
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