ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Mahindra Manulife ELSS Tax Saver Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Invest Now

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) ₹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

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 -6.1% -7.38%
6 Month 2.41% 4.76%
1 Year 19.86% 23.94%
3 Year 12.09% 9.18%
5 Year 17.71% 11.88%

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 12.83% 16.96%
3 Year 18.33% 18.12%
5 Year 20.23% 15.27%

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% 0.42%
Beta 0.93% 0.92%
Alpha -0.62% -3.01%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.54 1.44
Large Cap 63.09 65.43
Small Cap 16.73 12.19
Mid Cap 16.64 20.95

Sector Allocation

Scheme Name

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 2.51 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

Top Comparisons

Kotak Gold Fund Growth Kotak Gold Fund Growth

3Y Returns14.06%

VS

SBI Gold Fund Regular Plan - Growth SBI Gold Fund Regular Plan - Growth

3Y Returns14.12%

Compare Now

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.27%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.24%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns4.67%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns11.03%

Compare Now

ICICI Prudential Passive Strategy Fund (FOF) - Growth ICICI Prudential Passive Strategy Fund (FOF) - Growth

3Y Returns14.33%

VS

Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully