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

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

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

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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 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

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 0.09% -6.07%
6 Month 17.5% 7.25%
1 Year 32.56% 26.43%
3 Year 17.32% 12.83%
5 Year 21.9% 15.86%

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 14.3% 11.79%
3 Year 34.28% 29.63%
5 Year 71.8% 60.74%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 8.74% 12.4%
3 Year 16.95% 15.05%
5 Year 12.83% 13.05%

Risk Management

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% 0.74%
Beta 0.93% 0.88%
Alpha -0.62% -1.01%

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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 3.54 2.62
Large Cap 63.09 78.9
Small Cap 16.73 8.17
Mid Cap 16.64 10.27

Sector Allocation

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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