- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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) | ₹567 Cr | ₹1023 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 | -1.08% | -0.57% |
| 6 Month | 2.22% | 2.9% |
| 1 Year | 7.76% | 8.72% |
| 3 Year | 10.16% | 9.67% |
| 5 Year | 9.2% | 7.82% |
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 | 0.02% | 0.76% |
| 1 Year | 4.97% | 6.54% |
| 3 Year | 7.65% | 8.27% |
| 5 Year | 8.22% | 7.82% |
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 | 6.97% | 8.05% |
| 3 Year | 10.13% | 7.71% |
| 5 Year | 10.5% | 8.09% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.82% | 4.8% |
| Sharp | 0.82% | 1.19% |
| Beta | 1.09% | 0.64% |
| Alpha | -0.46% | 0.91% |
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 | 39.76 | 31.11 |
| Large Cap | 45.23 | 52.87 |
| Small Cap | 7.35 | 4.15 |
| Mid Cap | 7.65 | 11.88 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.46 | 26.79 |
| Energy | 5.4 | 6.32 |
| Technology | 2.99 | 5.37 |
| Basic Materials | 10.52 | 2.39 |
| Industrials | 6.39 | 10.52 |
| Financial Services | 23.33 | 31.4 |
| Consumer Defensive | 1.68 | 1.9 |
| Real Estate | 5.95 | 2.85 |
| Healthcare | 4.7 | 1.45 |
| Consumer Cyclical | 7.32 | 4.82 |
| Utilities | 1.62 | 1.97 |
| Communication Services | 1.63 | 4.23 |
Top Comparisons
Bandhan Money Market Fund - Regular Plan - Growth
3Y Returns7.01%
Invesco India Money Market Fund - Growth
3Y Returns7.14%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.33%
HSBC Banking and PSU Debt Fund - Regular Growth
3Y Returns6.87%
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
3Y Returns15.28%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns15.4%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns12.62%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns18.82%
