Mahindra Manulife ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
HDFC ELSS Tax saver Fund - Growth Plan
Chart Comparison
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) | ₹896 Cr | ₹15413 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 02 Apr 1996 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | 36.4% |
Expense Ratio | 2.18 | 1.7 |
Manager | Manish Lodha | Dhruv Muchhal |
ISIN Code | INF174V01077 | INF179K01BB8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
1 Month | -4.63% | -4.67% |
6 Month | -11.78% | -8.56% |
1 Year | 1.47% | 6.03% |
3 Year | 14.24% | 22.91% |
5 Year | 17.92% | 22.36% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
6 Month | -7.95% | -6.87% |
1 Year | -14.12% | -8.28% |
3 Year | 9.71% | 18.12% |
5 Year | 14.46% | 21.28% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
1 Year | 9.25% | 17.75% |
3 Year | 16.49% | 15.14% |
5 Year | 13.21% | 14.93% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Standard Deviation | 13.109% | 12.292% |
Sharp | 0.461% | 1.092% |
Beta | 0.93% | 0.873% |
Alpha | -1.183% | 6.589% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.21822 | 7.24769 |
Large Cap | 68.95915 | 75.98356 |
Small Cap | 14.55362 | 10.4238 |
Mid Cap | 14.26901 | 6.34494 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Others | 2.21822 | 6.94566 |
Energy | 5.95461 | 0.5901 |
Technology | 7.55669 | 6.66588 |
Industrials | 11.25426 | 5.94502 |
Basic Materials | 9.36744 | 5.50971 |
Consumer Defensive | 6.16243 | 1.01626 |
Financial Services | 32.22311 | 40.82096 |
Consumer Cyclical | 16.49318 | 13.49638 |
Healthcare | 2.91161 | 10.7403 |
Communication Services | 3.45938 | 5.85164 |
Utilities | 2.39907 | 1.27209 |
Real Estate | - | 1.14599 |
Top Comparisons
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns19.64%
Axis Equity ETFs FOF - Regular Plan - Growth Option
3Y Returns10.6%
HDFC Manufacturing Fund - Regular (G)
3Y Returns0%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns15.6%
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
3Y Returns12.68%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns23.67%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns13.07%