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
| 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) | ₹923 Cr | ₹1578 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 05 Oct 2016 | 10 May 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 18% |
| Expense Ratio | 2.16 | 2.16 |
| Manager | Manish Lodha | Sudhir Kedia |
| ISIN Code | INF174V01077 | INF903J01538 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | -6.1% | -6.09% |
| 6 Month | 2.41% | 3.77% |
| 1 Year | 19.86% | 18.14% |
| 3 Year | 12.09% | 11.17% |
| 5 Year | 17.71% | 14.97% |
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.83% | 12.64% |
| 3 Year | 18.33% | 16.87% |
| 5 Year | 20.23% | 18.35% |
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.79% | 12.31% |
| 3 Year | 16.92% | 15.05% |
| 5 Year | 12.87% | 13.08% |
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.44% | 11.71% |
| Sharp | 0.94% | 0.53% |
| Beta | 0.93% | 0.89% |
| Alpha | -0.62% | -1.46% |
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| 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 |
| Fund Manage | 9 | 8 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 3.54 | 2.62 |
| Large Cap | 63.09 | 78.9 |
| Small Cap | 16.73 | 8.17 |
| Mid Cap | 16.64 | 10.27 |
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 2.51 | 0.83 |
| Automobiles | 3.64 | - |
| Petroleum Products | 4.75 | - |
| IT - Software | 11.26 | - |
| Construction | 4.83 | 4.27 |
| Consumer Durables | 5.6 | - |
| Diversified FMCG | 2.84 | - |
| Non - Ferrous Metals | 0.96 | - |
| Banks | 25.83 | - |
| Chemicals & Petrochemicals | 2.03 | - |
| Electrical Equipment | 1.29 | - |
| Cement & Cement Products | 3.29 | - |
| Leisure Services | 0.93 | - |
| Pharmaceuticals & Biotechnology | 3.36 | - |
| Telecom - Services | 2.32 | - |
| IT - Services | 0.8 | - |
| Transport Services | 1.55 | - |
| Industrial Products | 2.22 | - |
| Retailing | 3 | - |
| Agricultural Food & other Products | 1 | - |
| Oil | 1.2 | - |
| Food Products | 2.02 | - |
| Personal Products | 1.83 | - |
| Auto Components | 2.99 | - |
| Finance | 0.98 | - |
| Industrial Manufacturing | 1.71 | - |
| Power | 3.44 | - |
| Ferrous Metals | 0.96 | - |
| Textiles & Apparels | 0.86 | - |
| Energy | - | 8.54 |
| Technology | - | 9.05 |
| Materials | - | 2.47 |
| Financial | - | 31.38 |
| Consumer Staples | - | 8.42 |
| Healthcare | - | 5.38 |
| Chemicals | - | 2.36 |
| Metals & Mining | - | 3.17 |
| Capital Goods | - | 2.69 |
| Automobile | - | 4.32 |
| Consumer Discretionary | - | 3.44 |
| Services | - | 10.77 |
| Communication | - | 2.87 |
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