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Sundaram Diversified Equity (ELSS) Regular Plan vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹896 Cr | ₹1468 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 18% |
| Expense Ratio | 2.18 | 2.21 |
| Manager | Manish Lodha | Sudhir Kedia |
| ISIN Code | INF174V01077 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.76% | 7% |
| 6 Month | -5.11% | -4.59% |
| 1 Year | 6.93% | 8.09% |
| 3 Year | 12.49% | 12% |
| 5 Year | 23.3% | 21.89% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.71% | 1.27% |
| 1 Year | -2.27% | -1.19% |
| 3 Year | 13.58% | 12.47% |
| 5 Year | 16.1% | 14.82% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.25% | 12.34% |
| 3 Year | 16.49% | 14.95% |
| 5 Year | 13.21% | 13.23% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.523% | 11.71% |
| Sharp | 0.377% | 0.35% |
| Beta | 0.924% | 0.87% |
| Alpha | -0.862% | -1.41% |
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Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Name | Manish Lodha | Sudhir Kedia |
| Total AUM | ₹10881 Cr | ₹10423 Cr |
| Funds Managed | 9 | 8 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 2.22 | 3.85 |
| Large Cap | 68.96 | 72.56 |
| Small Cap | 14.55 | 10.27 |
| Mid Cap | 14.27 | 13.33 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 2.22 | 4.33 |
| Energy | 5.95 | 5.59 |
| Technology | 7.56 | 9.43 |
| Industrials | 11.25 | 11.4 |
| Basic Materials | 9.37 | 5.59 |
| Consumer Defensive | 6.16 | 6.1 |
| Financial Services | 32.22 | 33.52 |
| Consumer Cyclical | 16.49 | 10.51 |
| Healthcare | 2.91 | 6.76 |
| Communication Services | 3.46 | 5.33 |
| Utilities | 2.4 | 1.44 |
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