FundLens
24
ELSS (Tax Saver)Avoid

Mahindra Manulife ELSS Tax Saver

Mahindra Manulife · Direct–Growth · rank #34 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-4.7%
-4.9% vs index
3 Years
7.7%
-2.5% vs index
5 Years
9.5%
-0.3% vs index
Since launch
12.5%

Year-by-year performance

last entry = YTD
2021
+41.8%
2022
+3.8%
2023
+27.8%
2024
+14.1%
2025
+9.2%
2026
-6.9%

Why this score

Mahindra Manulife ELSS Tax Saver scores 24/100 — #34 of 38 ELSS (Tax Saver) fund (Avoid). It stands out for volatility — beating 77% of peers on volatility. The main drag is its 3y return (better than only 9% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

3Y return7.71% · 9th percentile in category
5Y return9.54% · 22nd percentile in category
Sharpe ratio0.08 · 7th percentile in category
Sortino ratio0.11 · 7th percentile in category
Alpha-3.33 · 9th percentile in category
Volatility13.20 · 77th percentile in category

Top holdings

top 5 = 28.1% of portfolio
1.ICICI Bank Ltd9.67%
2.HDFC Bank Ltd7.01%
3.Bharti Airtel Ltd4.4%
4.Bajaj Finance Ltd3.89%
5.Reliance Industries Ltd3.14%

56 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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