Kotak ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5893 Cr | ₹896 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 18 Oct 2016 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | 73% |
Expense Ratio | 1.77 | 2.18 |
Manager | Harsha Upadhyaya | Manish Lodha |
ISIN Code | INF174K01369 | INF174V01077 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
---|---|---|
1 Month | 6.29% | 5.65% |
6 Month | -14.28% | -11.4% |
1 Year | 2.46% | 3.37% |
3 Year | 12.99% | 11.29% |
5 Year | 25.8% | 25.11% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
---|---|---|
6 Month | -6.28% | -2.68% |
1 Year | -12.87% | -7.4% |
3 Year | 13.41% | 12.5% |
5 Year | 16.65% | 15.84% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.07% | 9.25% |
3 Year | 12.97% | 16.49% |
5 Year | 13.04% | 13.21% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.913% | 13.523% |
Sharp | 0.496% | 0.377% |
Beta | 0.925% | 0.924% |
Alpha | 0.931% | -0.862% |
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Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Manish Lodha |
Total AUM | ₹139411 Cr | ₹10881 Cr |
Funds Managed | 11 | 9 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
---|---|---|
Others | 0.47 | 2.22 |
Large Cap | 67.49 | 68.96 |
Mid Cap | 15.72 | 14.27 |
Small Cap | 16.32 | 14.55 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
---|---|---|
Others | 0.4 | 2.22 |
Communication Services | 3.79 | 3.46 |
Energy | 5.98 | 5.95 |
Financial Services | 26.37 | 32.22 |
Technology | 15.12 | 7.56 |
Consumer Cyclical | 9.78 | 16.49 |
Healthcare | 4.3 | 2.91 |
Consumer Defensive | 4.93 | 6.16 |
Industrials | 13.07 | 11.25 |
Basic Materials | 9.32 | 9.37 |
Utilities | 6.93 | 2.4 |
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