Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Diversified Equity (ELSS) Regular Plan vs Mahindra Manulife ELSS Tax Saver Fund compare

Link copied to clipboard!

tortoise-icon Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

Invest Now

tortoise-icon Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

BANDHAN Flexi Cap Fund - Regular Plan - Growth BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns11.72%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns9.89%

Compare Now

Franklin India Corporate Debt Fund - Growth Franklin India Corporate Debt Fund - Growth

3Y Returns5.86%

VS

HDFC Corporate Bond Fund - Growth Option HDFC Corporate Bond Fund - Growth Option

3Y Returns6.5%

Compare Now

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.61%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.57%

Compare Now

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns5.95%

Compare Now
Add to Cart Successfully