Mahindra Manulife ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Overview

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Fund	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹923 Cr	₹4552 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	05 Oct 2016	13 Oct 2014
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	73%	20%
Expense Ratio	2.16	1.81
Manager	Manish Lodha	Sailesh Jain
ISIN Code	INF174V01077	INF277K01I52
Exits Load	Nil/365	Nil/365

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month	0.09%	2.55%
6 Month	17.5%	20.97%
1 Year	32.56%	36.67%
3 Year	17.32%	19.99%
5 Year	21.9%	20.85%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-	-
1 Year	14.3%	14.48%
3 Year	34.28%	34.65%
5 Year	71.8%	67.29%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	22.34%	21%
3 Year	54.83%	53.22%
5 Year	77.46%	76.33%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	12.44%	12.5%
Sharp	0.94%	1.01%
Beta	0.93%	0.96%
Alpha	-0.62%	0.31%

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Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Name	Manish Lodha	Sailesh Jain
Total AUM	₹10881 Cr	₹17041 Cr
Fund Manage	9	7
	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Large Cap	63.09	59.14
Mid Cap	16.64	13.56
Others	3.54	2.77
Small Cap	16.73	24.53

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Banks	25.83	-
IT - Software	11.26	-
Petroleum Products	4.75	-
Construction	4.83	6.73
Diversified FMCG	2.84	-
Automobiles	3.64	-
Power	3.44	-
Cement & Cement Products	3.29	-
Telecom - Services	2.32	-
Others	2.51	2.54
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	-	28.11
Energy	-	8.18
Technology	-	7.33
Communication	-	3.3
Automobile	-	10.21
Capital Goods	-	7.31
Consumer Staples	-	2.74
Healthcare	-	4.5
Materials	-	5.07
Consumer Discretionary	-	1.59
Metals & Mining	-	2.8
Insurance	-	2.4
Services	-	5.23
Chemicals	-	1.96