UTI ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹896 Cr | ₹3643 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 | 2.18 | 1.9 |
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 | -2.42% | -2.36% |
6 Month | -11.22% | -10.87% |
1 Year | 3.42% | 6.8% |
3 Year | 11.68% | 10.05% |
5 Year | 16.23% | 14.38% |
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 | -9.26% | -7.71% |
3 Year | 11.08% | 11.09% |
5 Year | 15.75% | 14.19% |
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 | 9.25% | 11.44% |
3 Year | 16.49% | 11.24% |
5 Year | 13.21% | 12.09% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.109% | 12.37% |
Sharp | 0.461% | 0.26% |
Beta | 0.93% | 0.97% |
Alpha | -1.183% | -3.86% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns19.72%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns10.73%
HSBC Business Cycles Fund - Regular Growth
3Y Returns17.96%
Quant Quantamental Fund Regular - Growth
3Y Returns22.59%
Tata Hybrid Equity Fund- Regular Plan - Growth Option
3Y Returns10.41%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns15.07%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns9.57%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns11.77%