PGIM India ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹896 Cr | ₹749 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 11 Dec 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | 24% |
Expense Ratio | 2.18 | 2.25 |
Manager | Manish Lodha | Bhupesh Kalyani |
ISIN Code | INF174V01077 | INF663L01FQ8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 7.19% | 6.45% |
6 Month | -10.92% | -9.39% |
1 Year | 6.07% | 8.87% |
3 Year | 12.85% | 11.3% |
5 Year | 24.69% | 25.25% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.68% | -3.35% |
1 Year | -7.4% | -4.19% |
3 Year | 12.5% | 11.56% |
5 Year | 15.84% | 15.11% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.25% | 13.86% |
3 Year | 16.49% | 14.64% |
5 Year | 13.21% | 14.65% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.523% | 12.863% |
Sharp | 0.377% | 0.332% |
Beta | 0.924% | 0.854% |
Alpha | -0.862% | -1.233% |
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Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Manish Lodha | Bhupesh Kalyani |
Total AUM | ₹10881 Cr | ₹2742 Cr |
Funds Managed | 9 | 13 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.22 | 3.45 |
Large Cap | 68.96 | 61.08 |
Small Cap | 14.55 | 13.04 |
Mid Cap | 14.27 | 22.44 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.22 | 3.41 |
Energy | 5.95 | 5.97 |
Technology | 7.56 | 12.35 |
Industrials | 11.25 | 13.28 |
Basic Materials | 9.37 | 7.34 |
Consumer Defensive | 6.16 | 6.12 |
Financial Services | 32.22 | 26.74 |
Consumer Cyclical | 16.49 | 9.53 |
Healthcare | 2.91 | 11.12 |
Communication Services | 3.46 | 3.68 |
Utilities | 2.4 | - |
Real Estate | - | 0.47 |
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