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 Risk | Very High Risk |
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 | -2.42% | -1.84% |
6 Month | -11.22% | -8.16% |
1 Year | 3.42% | 4.09% |
3 Year | 11.68% | 11.53% |
5 Year | 16.23% | 13.67% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -9.26% | -6.4% |
3 Year | 11.08% | 10.74% |
5 Year | 15.75% | 14.79% |
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 | 13.109% | 11.71% |
Sharp | 0.461% | 0.42% |
Beta | 0.93% | 0.88% |
Alpha | -1.183% | -1.58% |
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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 |
Fund Manage | 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 | 3.83 | 4.07 |
Large Cap | 63.84 | 71.5 |
Small Cap | 19.46 | 8.91 |
Mid Cap | 12.87 | 15.65 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 3.83 | 4.07 |
Petroleum Products | 6.08 | 4.82 |
IT - Software | 8.74 | 8.45 |
Construction | 5.49 | 3.63 |
Consumer Durables | 6.61 | 4.16 |
Diversified FMCG | 2.62 | 3.36 |
Non - Ferrous Metals | 0.67 | - |
Banks | 26.84 | 25.97 |
Chemicals & Petrochemicals | 3.03 | 1.34 |
Pharmaceuticals & Biotechnology | 3.6 | 7.38 |
Electrical Equipment | 0.76 | 2.21 |
Cement & Cement Products | 3.19 | 2.65 |
Leisure Services | 0.93 | 1.62 |
Automobiles | 2.61 | 2.9 |
Finance | 2.53 | 3.86 |
Transport Services | 0.83 | 3.24 |
Industrial Products | 2.11 | 0.85 |
Retailing | 2.12 | 2.58 |
Oil | 0.5 | 0.83 |
Food Products | 1.79 | - |
Personal Products | 0.86 | - |
Telecom - Services | 1.81 | 3.46 |
Auto Components | 2.48 | 1 |
Power | 3.19 | 1 |
Capital Markets | 1.27 | 2.07 |
Textiles & Apparels | 2.33 | - |
Insurance | 1.39 | 1.98 |
Ferrous Metals | 0.88 | 1.15 |
Industrial Manufacturing | 0.91 | - |
Realty | - | 0.35 |
Healthcare Services | - | 1.05 |
Gas | - | 0.64 |
Agricultural Food & other Products | - | 1.09 |
Beverages | - | 1.86 |
Transport Infrastructure | - | 0.56 |
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