Aditya Birla Sun Life Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare

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Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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

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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)	₹564 Cr	₹650 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

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month	1.23%	1.51%
6 Month	0.48%	3.22%
1 Year	5.03%	7.82%
3 Year	8.56%	8.02%
5 Year	12.81%	10.51%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month	1.56%	2.4%
1 Year	2.45%	6.66%
3 Year	9.27%	9.17%
5 Year	9.63%	8.39%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year	8.08%	8.3%
3 Year	10.34%	7.54%
5 Year	9.22%	7.67%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Standard Deviation	5.693%	4.8%
Sharp	0.259%	-0.05%
Beta	-	0.81%
Alpha	-	-1.31%

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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

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	33.12	-18.45
Large Cap	50.52	51.68
Small Cap	8.01	2.2
Mid Cap	8.35	13.58

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	33.02	-22.77
Energy	5.14	-
Technology	6.33	-
Industrials	6.44	-
Consumer Defensive	6.14	-
Financial Services	18.32	-
Basic Materials	10.94	-
Healthcare	3.85	-
Consumer Cyclical	6.87	-
Utilities	2.61	-
Communication Services	0.35	-
Petroleum Products	-	6.09
Electrical Equipment	-	0.22
IT - Software	-	3.52
Pharmaceuticals & Biotechnology	-	2.13
Cement & Cement Products	-	1.73
Personal Products	-	0.11
Construction	-	1.37
Finance	-	2.64
Ferrous Metals	-	1.83
Consumer Durables	-	0.25
Banks	-	20.22
Diversified FMCG	-	2.73
Non - Ferrous Metals	-	0.09
Automobiles	-	4.52
Aerospace & Defense	-	0.72
Insurance	-	0.6
Realty	-	4.92
Capital Markets	-	0.35
Gas	-	1.94
Agricultural Food & other Products	-	0.09
Retailing	-	0.61
Beverages	-	0.08
Diversified Metals	-	0.05
Agricultural, Commercial & Construction Vehicles	-	0.05
Oil	-	1.17
Food Products	-	0.12
Power	-	2.07
Chemicals & Petrochemicals	-	0.08
Auto Components	-	0.05
Leisure Services	-	0.11
Telecom - Services	-	4.55
Healthcare Services	-	0.06
Consumable Fuels	-	0.08
Minerals & Mining	-	0.21
Fertilizers & Agrochemicals	-	0.05
Transport Services	-	0.51
Transport Infrastructure	-	5.86