UTI ELSS Tax Saver Fund 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 UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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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 UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹925 Cr ₹3873 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2016 30 Jul 2005
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 73% 23%
Expense Ratio 2.17 1.87
Manager Manish Lodha Vishal Chopda
ISIN Code INF174V01077 INF789F01547
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month -2.49% -3.24%
6 Month -6.8% -5.09%
1 Year 8.16% 10.56%
3 Year 11.1% 8.92%
5 Year 17.2% 15.59%

SIP Return Analysis

Scheme Name Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year -1.77% 1.11%
3 Year 13.93% 14.13%
5 Year 17.5% 16.07%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 8.79% 11.36%
3 Year 16.92% 11.27%
5 Year 12.87% 11.99%

Risk Management

Scheme Name Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation 12.44% 12.37%
Sharp 0.94% 0.34%
Beta 0.93% 0.96%
Alpha -0.62% -3.33%

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Fund Managers

Scheme Name Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Name Manish Lodha Vishal Chopda
Total AUM ₹10881 Cr ₹6487 Cr
Fund Manage 9 3
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 3.83 2.37
Large Cap 63.84 62.97
Small Cap 19.46 9.75
Mid Cap 12.87 24.95

Sector Allocation

Scheme Name

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 3.83 2.37
Petroleum Products 6.08 2.51
IT - Software 8.74 10.42
Construction 5.49 1.61
Consumer Durables 6.61 6.59
Diversified FMCG 2.62 -
Non - Ferrous Metals 0.67 -
Banks 26.84 21.05
Chemicals & Petrochemicals 3.03 -
Pharmaceuticals & Biotechnology 3.6 3.03
Electrical Equipment 0.76 0.09
Cement & Cement Products 3.19 2.14
Leisure Services 0.93 2
Automobiles 2.61 3.22
Finance 2.53 3.89
Transport Services 0.83 -
Industrial Products 2.11 2.92
Retailing 2.12 5.84
Oil 0.5 -
Food Products 1.79 1.18
Personal Products 0.86 2.45
Telecom - Services 1.81 4.64
Auto Components 2.48 3.99
Power 3.19 3.04
Capital Markets 1.27 -
Textiles & Apparels 2.33 -
Insurance 1.39 2.85
Ferrous Metals 0.88 1.55
Industrial Manufacturing 0.91 -
Realty - 2.59
Healthcare Services - 2.94
Fertilizers & Agrochemicals - 2.38
Agricultural Food & other Products - 0.93
Aerospace & Defense - 1.4
Financial Technology (Fintech) - 0.75
Beverages - 0.3
Gas - 1.37

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