Link copied to clipboard!

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Invest Now

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Fund	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderate
Asset Size (Cr)	₹558 Cr	₹912 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	01 Feb 2017	28 Nov 2014
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	353%	378%
Expense Ratio	2.37	1.12
Manager	Kush Sonigara	Pranav Gupta
ISIN Code	INF174V01150	INF209KA1TS3
Exits Load	Mahindra Manulife Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month	1.4%	1.12%
6 Month	5.65%	4.84%
1 Year	6.16%	8.31%
3 Year	9.65%	9%
5 Year	11.61%	9.58%

SIP Return Analysis

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month	2.6%	2.36%
1 Year	10.12%	10.16%
3 Year	9.74%	9.5%
5 Year	9.4%	8.4%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year	7.16%	7.98%
3 Year	10.23%	7.63%
5 Year	10.46%	8.03%

Risk Management

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.98%	4.8%
Sharp	0.60%	0.98%
Beta	-	0.12%
Alpha	-	2.62%

Fund Managers

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Name	Kush Sonigara	Pranav Gupta
Total AUM	₹889 Cr	₹10003 Cr
Funds Managed	3	9
	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	38.2	29.71
Large Cap	46.49	58.41
Small Cap	7.24	4.09
Mid Cap	8.07	7.79

Sector Allocation

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	25.78	25.42
Energy	5.06	6.39
Technology	3	4.55
Industrials	5.49	9.9
Financial Services	23.15	29.01
Consumer Defensive	2.36	3.37
Basic Materials	11.08	2.83
Real Estate	7.9	3.14
Healthcare	4.52	1.94
Consumer Cyclical	8.71	7.64
Utilities	1.85	2.68
Communication Services	1.1	3.13

Top Comparisons

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns20.28%

VS

Mirae Asset Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now

HDFC Hybrid Debt Fund - Growth Plan

3Y Returns10.25%

VS

Nippon India Conservative Hybrid Fund - Regular - Growth

3Y Returns9.12%

Compare Now

Franklin India Flexi Cap Fund - Growth

3Y Returns17.86%

VS

Invesco India Flexi Cap Fund - Growth

3Y Returns21.79%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.03%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully