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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹896 Cr | ₹14626 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 07 Mar 2008 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 26% |
| Expense Ratio | 2.18 | 1.7 |
| Manager | Manish Lodha | Atul Penkar |
| ISIN Code | INF174V01077 | INF209K01108 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Month | -2.79% | -2.28% |
| 6 Month | -12.7% | -13.64% |
| 1 Year | 1.36% | 2.83% |
| 3 Year | 12.1% | 10.91% |
| 5 Year | 18.69% | 11.66% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | -7.95% | -8.53% |
| 1 Year | -15.15% | -15.32% |
| 3 Year | 9.29% | 8.91% |
| 5 Year | 14.11% | 9.62% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 9.25% | 11.75% |
| 3 Year | 16.49% | 11.9% |
| 5 Year | 13.21% | 12.76% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 13.523% | 11.52% |
| Sharp | 0.377% | 0.27% |
| Beta | 0.924% | 0.91% |
| Alpha | -0.862% | -2.59% |
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Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Name | Manish Lodha | Atul Penkar |
| Total AUM | ₹10881 Cr | ₹21393 Cr |
| Fund Manage | 9 | 3 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 2.21822 | 2.95868 |
| Large Cap | 68.95915 | 68.17169 |
| Small Cap | 14.55362 | 14.13991 |
| Mid Cap | 14.26901 | 14.72974 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 2.21822 | 1.98279 |
| Energy | 5.95461 | 7.81882 |
| Technology | 7.55669 | 10.09971 |
| Industrials | 11.25426 | 10.88639 |
| Basic Materials | 9.36744 | 7.41327 |
| Consumer Defensive | 6.16243 | 6.33052 |
| Financial Services | 32.22311 | 25.61675 |
| Consumer Cyclical | 16.49318 | 14.15511 |
| Healthcare | 2.91161 | 10.27024 |
| Communication Services | 3.45938 | 3.49841 |
| Utilities | 2.39907 | 1.25638 |
| Real Estate | - | 0.67163 |
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