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

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)	₹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	0.09%	5.62%
6 Month	17.5%	18.2%
1 Year	32.56%	27.31%
3 Year	17.32%	15.19%
5 Year	21.9%	18.88%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	-	-
1 Year	14.3%	11.79%
3 Year	34.28%	29.63%
5 Year	71.8%	60.74%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	22.34%	19.41%
3 Year	54.83%	47.92%
5 Year	77.46%	66.18%

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%	0.73%
Beta	0.93%	0.87%
Alpha	-0.62%	-1.4%

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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