ADITYA BIRLA SUN LIFE 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 ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - 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 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) ₹925 Cr ₹15895 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 2.17 1.68
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 -1.62% -1.76%
6 Month -1.88% -1.52%
1 Year 12.27% 16.32%
3 Year 13.27% 11.27%
5 Year 17.9% 12%

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 - -
1 Year 5.5% 7.66%
3 Year 17.17% 16.84%
5 Year 19.45% 14.5%

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 8.79% 11.54%
3 Year 16.92% 11.95%
5 Year 12.87% 12.9%

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 12.44% 11.52%
Sharp 0.94% 0.44%
Beta 0.93% 0.93%
Alpha -0.62% -3.58%

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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 3.83 0.71
Large Cap 63.84 68.16
Small Cap 19.46 14.39
Mid Cap 12.87 16.78

Sector Allocation

Scheme Name

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 3.83 0.71
Petroleum Products 6.08 5.79
IT - Software 8.74 6.8
Construction 5.49 4.78
Consumer Durables 6.61 4.01
Diversified FMCG 2.62 1.31
Non - Ferrous Metals 0.67 0.81
Banks 26.84 19.95
Chemicals & Petrochemicals 3.03 1.16
Pharmaceuticals & Biotechnology 3.6 6.33
Electrical Equipment 0.76 0.01
Cement & Cement Products 3.19 1.8
Leisure Services 0.93 2.33
Automobiles 2.61 5.21
Finance 2.53 6.67
Transport Services 0.83 2.02
Industrial Products 2.11 -
Retailing 2.12 3.81
Oil 0.5 1.62
Food Products 1.79 -
Personal Products 0.86 2.4
Telecom - Services 1.81 3.19
Auto Components 2.48 2.57
Power 3.19 1.46
Capital Markets 1.27 0.69
Textiles & Apparels 2.33 -
Insurance 1.39 1.96
Ferrous Metals 0.88 1.07
Industrial Manufacturing 0.91 2.32
Paper, Forest & Jute Products - 1.23
Healthcare Services - 3.29
Realty - 1.48
Diversified Metals - 0.95
Fertilizers & Agrochemicals - 1.71
Beverages - 0.6

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