Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - IDCW

Fund House: Mahindra Manulife Mutual Fund
Category: Equity: ELSS
Launch Date: 18-10-2016
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 2.16% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500
Minimum Topup: 500
Total Assets: 923.62 Cr As on 30-04-2025(Source:AMFI)
Turn over: 82% | Exit Load: Nil

18.2259

12.38%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnMahindra Manulife ELSS Tax Saver Fund - RegularPlan - IDCWMahindra Manulife ELSS Tax Saver Fund - Regular Plan - IDCWNIFTY 500 TRIEquity: ELSSGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.44
Sharpe Ratio 0.94
Alpha 0.27
Beta 0.93
Yield to Maturity 6.56
Average Maturity 2.0

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - IDCW 18-10-2016 6.02 18.23 17.4 24.23 -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 14.85 22.26 20.47 27.43 -
HSBC Tax Saver Equity Fund - Growth 05-01-2007 14.39 26.32 21.43 25.98 13.3
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 14.26 26.96 - - -
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 12.55 32.84 28.97 29.4 16.89

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

12.77%

Others

1.51%

Large Cap

75.14%

Mid Cap

10.58%

Scheme Documents

There are no scheme documents available

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