LIC MF Tax Plan vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹896 Cr | ₹1093 Cr | ₹1093 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 17 Apr 2000 | 17 Apr 2000 |
Category | ELSS | ELSS | ELSS |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | % | 84% |
Expense Ratio | 2.18 | 2.13 | 2.13 |
Manager | Manish Lodha | Karan Doshi | Karan Doshi |
ISIN Code | INF174V01077 | INF767K01956 | INF767K01956 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
1 Month | -2.42% | -4.61% | -4.61% |
6 Month | -11.22% | -8.46% | -8.46% |
1 Year | 3.42% | 11.4% | 11.4% |
3 Year | 11.68% | 12.83% | 12.83% |
5 Year | 16.23% | 12.95% | 12.95% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | -9.6% | -3.82% | -3.82% |
3 Year | 10.73% | 14.05% | 14.05% |
5 Year | 15.31% | 15.47% | 15.47% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
1 Year | 9.25% | 12.59% | 12.59% |
3 Year | 16.49% | 12.91% | 12.91% |
5 Year | 13.21% | 11.77% | 11.77% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 13.109% | 13.098% | 13.098% |
Sharp | 0.461% | 0.578% | 0.578% |
Beta | 0.93% | 0.857% | 0.857% |
Alpha | -1.183% | 0.89% | 0.89% |
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Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Name | Manish Lodha | Karan Doshi | Karan Doshi |
Total AUM | ₹10881 Cr | ₹2592 Cr | ₹2592 Cr |
Fund Manage | 9 | 5 | 5 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Others | 3.83 | 1.15 | 1.15 |
Large Cap | 63.84 | 63.81 | 63.81 |
Small Cap | 19.46 | 19.31 | 19.31 |
Mid Cap | 12.87 | 15.76 | 15.76 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Others | 3.83 | 1.15 | 1.15 |
Petroleum Products | 6.08 | 1.8 | 1.8 |
IT - Software | 8.74 | 9.31 | 9.31 |
Construction | 5.49 | 2.19 | 2.19 |
Consumer Durables | 6.61 | 7.53 | 7.53 |
Diversified FMCG | 2.62 | 3.12 | 3.12 |
Non - Ferrous Metals | 0.67 | - | - |
Banks | 26.84 | 21.22 | 21.22 |
Chemicals & Petrochemicals | 3.03 | 2.52 | 2.52 |
Pharmaceuticals & Biotechnology | 3.6 | 3.66 | 3.66 |
Electrical Equipment | 0.76 | 3.25 | 3.25 |
Cement & Cement Products | 3.19 | 2.69 | 2.69 |
Leisure Services | 0.93 | 1.24 | 1.24 |
Automobiles | 2.61 | 4.55 | 4.55 |
Finance | 2.53 | 5.65 | 5.65 |
Transport Services | 0.83 | 1.46 | 1.46 |
Industrial Products | 2.11 | 7.22 | 7.22 |
Retailing | 2.12 | 6.9 | 6.9 |
Oil | 0.5 | - | - |
Food Products | 1.79 | 2.51 | 2.51 |
Personal Products | 0.86 | - | - |
Telecom - Services | 1.81 | - | - |
Auto Components | 2.48 | 5.1 | 5.1 |
Power | 3.19 | - | - |
Capital Markets | 1.27 | - | - |
Textiles & Apparels | 2.33 | - | - |
Insurance | 1.39 | - | - |
Ferrous Metals | 0.88 | - | - |
Industrial Manufacturing | 0.91 | - | - |
IT - Services | - | 1.08 | 1.08 |
Fertilizers & Agrochemicals | - | 3.1 | 3.1 |
Beverages | - | 1.7 | 1.7 |
Agricultural Food & other Products | - | 1.08 | 1.08 |
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