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UTI ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare

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tortoise-icon Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

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tortoise-icon UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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