Mahindra Manulife ELSS Tax Saver Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
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 ELSS Tax Saver Fund (IDCW)
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Seasoned Team
Quality Score
Average Quality
Mahindra Manulife ELSS Tax Saver Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
Management Stability
Fund manager experience
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 1.31% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 9.45% |
| ICICI Bank Ltd | Banks | 8.94% |
| Reliance Industries Ltd | Refineries | 4.95% |
| Infosys Ltd | IT - Software | 4.53% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 3.92% |
| State Bank of India | Banks | 3.12% |
| Hindustan Unilever Ltd | FMCG | 3.07% |
| Tata Consultancy Services Ltd | IT - Software | 2.98% |
| Axis Bank Ltd | Banks | 2.92% |
| Bajaj Finance Ltd | Finance | 2.68% |
Sector Breakdown
Compare against ELSS category average
Performance Summary
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
Mahindra Manulife ELSS Tax Saver Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1672.09 | 12.57% | -2.82% | 19.25% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1575.49 | 15.64% | 2.75% | 22.32% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1496.80 | 12.13% | -3.58% | 18.28% |
| HDFC ELSS Tax Saver Fund (G) | ₹1456.73 | 15.27% | 2.12% | 21.58% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1066.44 | 16.49% | 0.40% | 16.98% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹959.28 | 16.13% | -0.22% | 16.24% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹555.19 | 15.71% | 0.49% | 15.28% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹554.62 | 15.71% | 0.49% | 15.27% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹518.69 | 15.41% | -0.04% | 14.65% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹478.67 | 12.50% | -2.79% | 24.35% |
Category Average Returns
Fatema Pacha
A seasoned investment professional with over 9 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.