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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) | ₹551 Cr | ₹974 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 | 0.36% | 0.71% |
| 6 Month | 4.1% | 4.35% |
| 1 Year | 5.71% | 8.63% |
| 3 Year | 9.66% | 9.03% |
| 5 Year | 10.1% | 8.38% |
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 | 2.34% | 2.27% |
| 1 Year | 10.37% | 10.11% |
| 3 Year | 9.28% | 9.3% |
| 5 Year | 9.02% | 8.25% |
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 | 6.99% | 7.99% |
| 3 Year | 10.15% | 7.67% |
| 5 Year | 10.59% | 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 | 4.93% | 3.09% |
| Sharp | 0.56% | 0.73% |
| Beta | - | 0.67% |
| Alpha | - | 0.62% |
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 | 36.81 | 30.52 |
| Large Cap | 47.61 | 57.23 |
| Small Cap | 7.58 | 5.17 |
| Mid Cap | 8 | 7.08 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.93 | 26.16 |
| Energy | 5.6 | 6.79 |
| Technology | 2.74 | 4.01 |
| Basic Materials | 11.55 | 1.91 |
| Industrials | 5.9 | 10.61 |
| Financial Services | 24.09 | 30.95 |
| Consumer Defensive | 2.39 | 3.38 |
| Real Estate | 7.17 | 3.1 |
| Healthcare | 5.02 | 1.98 |
| Consumer Cyclical | 7.93 | 5.03 |
| Utilities | 1.95 | 2.72 |
| Communication Services | 1.74 | 3.36 |
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