Edelweiss ELSS Tax saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹896 Cr | ₹383 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 30 Dec 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | 57% |
Expense Ratio | 2.18 | 2.35 |
Manager | Manish Lodha | Trideep Bhattacharya |
ISIN Code | INF174V01077 | INF754K01517 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.29% | 2.93% |
6 Month | -3.42% | -7% |
1 Year | 8.37% | 9.84% |
3 Year | 13.24% | 14.09% |
5 Year | 24.29% | 22.65% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.71% | -1.36% |
1 Year | -2.27% | -6.63% |
3 Year | 13.58% | 14.25% |
5 Year | 16.1% | 15.52% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.25% | 12.53% |
3 Year | 16.49% | 13.51% |
5 Year | 13.21% | 13.44% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.523% | 13.32% |
Sharp | 0.377% | 0.526% |
Beta | 0.924% | 0.938% |
Alpha | -0.862% | -0.306% |
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Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Manish Lodha | Trideep Bhattacharya |
Total AUM | ₹10881 Cr | ₹0 Cr |
Funds Managed | 9 | 9 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.22 | 4.15 |
Large Cap | 68.96 | 63.86 |
Small Cap | 14.55 | 13.66 |
Mid Cap | 14.27 | 18.34 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.22 | 3.06 |
Energy | 5.95 | 6.33 |
Technology | 7.56 | 12.37 |
Industrials | 11.25 | 11.24 |
Basic Materials | 9.37 | 4.18 |
Consumer Defensive | 6.16 | 4.92 |
Financial Services | 32.22 | 33.47 |
Consumer Cyclical | 16.49 | 9.54 |
Healthcare | 2.91 | 8 |
Communication Services | 3.46 | 3.11 |
Utilities | 2.4 | 2.22 |
Real Estate | - | 1.56 |
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