Comprehensive analysis of Mahindra Manulife ELSS Tax Saver Fund (IDCW) (33247) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Mahindra Manulife Investment Management Pvt Ltd
The scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities. the Scheme does not guarantee or assure any returns.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
High Expenses
Equity Focused
Seasoned Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Market exposure level
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Historical performance consistency
Risk-adjusted returns
Assets under management
Fund management costs
This fund has underperformed its benchmark by 1.76% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 9.45% |
| HDFC Bank Ltd | Banks | 9.11% |
| ICICI Bank Ltd | Banks | 8.94% |
| ICICI Bank Ltd | Banks | 8.49% |
| Reliance Industries Ltd | Refineries | 5.63% |
| Reliance Industries Ltd | Refineries | 4.95% |
| Infosys Ltd | IT - Software | 4.53% |
| Infosys Ltd | IT - Software | 4.19% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 3.92% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 3.85% |
Compare against ELSS category average
This comparison shows how the fund performs relative to the ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ELSS category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1672.61 | 2.74% | 6.49% | 25.73% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1535.25 | 7.71% | 9.01% | 27.57% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1500.73 | 2.34% | 5.65% | 24.71% |
| HDFC ELSS Tax Saver Fund (G) | ₹1422.30 | 7.40% | 8.36% | 26.80% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1039.31 | 6.78% | 8.95% | 21.33% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹936.59 | 6.45% | 8.27% | 20.56% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹547.67 | 4.32% | 5.47% | 20.41% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹547.11 | 4.32% | 5.47% | 20.39% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹512.42 | 4.05% | 4.91% | 19.74% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹479.64 | 4.37% | 5.08% | 30.46% |
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