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

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)	₹923 Cr	₹16326 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	05 Oct 2016	29 Mar 1996
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	73%	26%
Expense Ratio	2.16	1.68
Manager	Manish Lodha	Atul Penkar
ISIN Code	INF174V01077	INF209K01108
Exits Load	Nil/365	Nil/365

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month	0.09%	3.45%
6 Month	17.5%	19.08%
1 Year	32.56%	32.05%
3 Year	17.32%	12.42%
5 Year	21.9%	15.54%

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	14.3%	15.99%
3 Year	34.28%	30.49%
5 Year	71.8%	47.62%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year	22.34%	15.28%
3 Year	54.83%	36.01%
5 Year	77.46%	53.59%

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%	0.59%
Beta	0.93%	0.92%
Alpha	-0.62%	-3.39%

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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

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	3.54	1.44
Large Cap	63.09	65.43
Small Cap	16.73	12.19
Mid Cap	16.64	20.95

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	2.51	1.44
Automobiles	3.64	-
Petroleum Products	4.75	-
IT - Software	11.26	-
Construction	4.83	5.76
Consumer Durables	5.6	-
Diversified FMCG	2.84	-
Non - Ferrous Metals	0.96	-
Banks	25.83	-
Chemicals & Petrochemicals	2.03	-
Electrical Equipment	1.29	-
Cement & Cement Products	3.29	-
Leisure Services	0.93	-
Pharmaceuticals & Biotechnology	3.36	-
Telecom - Services	2.32	-
IT - Services	0.8	-
Transport Services	1.55	-
Industrial Products	2.22	-
Retailing	3	-
Agricultural Food & other Products	1	-
Oil	1.2	-
Food Products	2.02	-
Personal Products	1.83	-
Auto Components	2.99	-
Finance	0.98	-
Industrial Manufacturing	1.71	-
Power	3.44	-
Ferrous Metals	0.96	-
Textiles & Apparels	0.86	-
Energy	-	9.45
Technology	-	6.45
Consumer Staples	-	6.32
Metals & Mining	-	1.86
Financial	-	23.09
Healthcare	-	7.92
Chemicals	-	1.97
Materials	-	2.35
Automobile	-	9.97
Services	-	11.2
Insurance	-	1.15
Consumer Discretionary	-	3.68
Communication	-	3.57
Diversified	-	0.56
Capital Goods	-	3.27