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 Tax Plan-Growth

Overview

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Fund	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹923 Cr	₹1153 Cr	₹1153 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹0
Min Addl Investment	₹500	₹500	₹500
Launch Date	05 Oct 2016	31 Mar 1997	31 Mar 1997
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	2.16	2.13	2.13
Manager	Manish Lodha	Karan Doshi	Karan Doshi
ISIN Code	INF174V01077	INF767K01956	INF767K01956
Exits Load	Nil/365	Nil/365	Nil/365

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
1 Month	0.09%	2.25%	2.25%
6 Month	17.5%	24.02%	24.02%
1 Year	32.56%	37.93%	37.93%
3 Year	17.32%	18.17%	18.17%
5 Year	21.9%	19.25%	19.25%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
6 Month	-	-	-
1 Year	14.3%	15.28%	15.28%
3 Year	34.28%	33.14%	33.14%
5 Year	71.8%	60.38%	60.38%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
1 Year	22.34%	18.93%	18.93%
3 Year	54.83%	47.85%	47.85%
5 Year	77.46%	69.84%	69.84%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Standard Deviation	12.44%	12.19%	12.19%
Sharp	0.94%	0.93%	0.93%
Beta	0.93%	0.88%	0.88%
Alpha	-0.62%	0.01%	0.01%

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Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax 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 Tax Plan-Growth

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Large Cap	63.09	61.73	-
Mid Cap	16.64	18.2	-
Others	3.54	2.84	-
Small Cap	16.73	17.23	-

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Banks	25.83	-	-
IT - Software	11.26	-	-
Petroleum Products	4.75	-	-
Construction	4.83	3.18	-
Diversified FMCG	2.84	-	-
Automobiles	3.64	-	-
Power	3.44	-	-
Cement & Cement Products	3.29	-	-
Telecom - Services	2.32	-	-
Others	2.51	1.7	-
Food Products	2.02	-	-
Consumer Durables	5.6	-	-
Retailing	3	-	-
Industrial Manufacturing	1.71	-	-
Auto Components	2.99	-	-
Pharmaceuticals & Biotechnology	3.36	-	-
Electrical Equipment	1.29	-	-
Oil	1.2	-	-
Chemicals & Petrochemicals	2.03	-	-
Agricultural Food & other Products	1	-	-
Finance	0.98	-	-
Personal Products	1.83	-	-
Ferrous Metals	0.96	-	-
Non - Ferrous Metals	0.96	-	-
Leisure Services	0.93	-	-
Industrial Products	2.22	-	-
Textiles & Apparels	0.86	-	-
Transport Services	1.55	-	-
IT - Services	0.8	-	-
Financial	-	28.72	-
Capital Goods	-	10.82	-
Services	-	8.55	-
Technology	-	8.75	-
Energy	-	2.07	-
Consumer Discretionary	-	5.99	-
Automobile	-	9.73	-
Chemicals	-	3.61	-
Materials	-	2.69	-
Consumer Staples	-	7.91	-
Diversified	-	1.63	-
Healthcare	-	3.07	-
Metals & Mining	-	1.58	-