Mahindra Manulife ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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 HDFC ELSS Tax saver Fund - Growth Plan
Fund Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth HDFC ELSS Tax saver Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹923 Cr ₹15678 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Oct 2016 05 Mar 1996
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 73% 36.4%
Expense Ratio 2.16 1.73
Manager Manish Lodha Dhruv Muchhal
ISIN Code INF174V01077 INF179K01BB8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth HDFC ELSS Tax saver Fund - Growth Plan
1 Month 0.09% 1.2%
6 Month 17.5% 19.01%
1 Year 32.56% 47.09%
3 Year 17.32% 25.91%
5 Year 21.9% 23.51%

SIP Return Analysis

Scheme Name Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth HDFC ELSS Tax saver Fund - Growth Plan
6 Month - -
1 Year 14.3% 20.44%
3 Year 34.28% 51.61%
5 Year 71.8% 94.31%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth HDFC ELSS Tax saver Fund - Growth Plan
1 Year 22.34% 24.54%
3 Year 54.83% 69.28%
5 Year 77.46% 101.07%

Risk Management

Scheme Name Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation 12.44% 11.39%
Sharp 0.94% 1.57%
Beta 0.93% 0.85%
Alpha -0.62% 6.77%

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 HDFC ELSS Tax saver Fund - Growth Plan
Name Manish Lodha Dhruv Muchhal
Total AUM ₹10881 Cr ₹520687 Cr
Fund Manage 9 40
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth HDFC ELSS Tax saver Fund - Growth Plan

Market Cap

Scheme Name

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

HDFC ELSS Tax saver Fund - Growth Plan

Others 3.54 8.08
Large Cap 63.09 77.32
Small Cap 16.73 7.54
Mid Cap 16.64 7.06

Sector Allocation

Scheme Name

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

HDFC ELSS Tax saver Fund - Growth Plan

Others 2.51 7.82
Automobiles 3.64 6.42
Petroleum Products 4.75 0.2
IT - Software 11.26 10.43
Construction 4.83 1.02
Consumer Durables 5.6 1.79
Diversified FMCG 2.84 -
Non - Ferrous Metals 0.96 -
Banks 25.83 36.46
Chemicals & Petrochemicals 2.03 -
Electrical Equipment 1.29 -
Cement & Cement Products 3.29 -
Leisure Services 0.93 -
Pharmaceuticals & Biotechnology 3.36 7.77
Telecom - Services 2.32 5.14
IT - Services 0.8 0.64
Transport Services 1.55 0.26
Industrial Products 2.22 -
Retailing 3 0.96
Agricultural Food & other Products 1 -
Oil 1.2 0.79
Food Products 2.02 -
Personal Products 1.83 -
Auto Components 2.99 0.17
Finance 0.98 -
Industrial Manufacturing 1.71 -
Power 3.44 1.96
Ferrous Metals 0.96 0.78
Textiles & Apparels 0.86 -
Agricultural, Commercial & Construction Vehicles - 1.32
Aerospace & Defense - 2.35
Healthcare Services - 4.59
Insurance - 4.98
Entertainment - 0.39
Realty - 2.29
Beverages - 0.9
Commercial Services & Supplies - 0.57

Top Comparisons

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.24%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.24%

Compare Now

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns32.64%

VS

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns29.59%

Compare Now

ITI Mid Cap Fund Regular - Growth ITI Mid Cap Fund Regular - Growth

3Y Returns25.91%

VS

WhiteOak Capital Mid Cap Fund Regular Plan Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth

3Y Returns0%

Compare Now

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns21.65%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns18.54%

Compare Now
Request call back
Add to Cart Successfully