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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) | ₹547 Cr | ₹857 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% | 0.77% |
| 6 Month | 7.12% | 6.35% |
| 1 Year | 2.74% | 6.56% |
| 3 Year | 8.97% | 8.57% |
| 5 Year | 11.3% | 9.32% |
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 | 2.08% | 2.25% |
| 1 Year | 7.04% | 9.15% |
| 3 Year | 8.95% | 9.18% |
| 5 Year | 8.95% | 8.17% |
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 | 7.33% | 8.05% |
| 3 Year | 10.29% | 7.59% |
| 5 Year | 10.34% | 7.98% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.04% | 4.8% |
| Sharp | 0.44% | 0.86% |
| Beta | - | 0.1% |
| Alpha | - | 2.35% |
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 | 34.83 | 32.52 |
| Large Cap | 50.36 | 58.43 |
| Small Cap | 7.12 | 1.28 |
| Mid Cap | 7.69 | 7.76 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 21.93 | 28.15 |
| Energy | 5.05 | 6.89 |
| Technology | 5.18 | 5.44 |
| Industrials | 6.24 | 9.35 |
| Financial Services | 21.55 | 25.93 |
| Consumer Defensive | 3.14 | 3.17 |
| Basic Materials | 12.47 | 2.68 |
| Real Estate | 8.87 | 3.79 |
| Healthcare | 4.98 | 2.41 |
| Consumer Cyclical | 7.58 | 7.07 |
| Utilities | 1.88 | 2.29 |
| Communication Services | 1.13 | 2.82 |
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