Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Equity Saver Fund vs Mahindra Manulife Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Invest Now

tortoise-icon Axis 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 Axis Equity Savings Fund - Regular Plan - Growth
Fund Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹547 Cr ₹939 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Feb 2017 14 Aug 2015
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 353% 34.8%
Expense Ratio 2.37 2.26
Manager Kush Sonigara Hardik Shah
ISIN Code INF174V01150 INF846K01VO3
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 Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
1 Month 1.22% 1.55%
6 Month 6.79% 6.65%
1 Year 2.41% 2.81%
3 Year 8.89% 9.46%
5 Year 11.46% 10.68%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
6 Month 2.08% 2.15%
1 Year 7.04% 6.81%
3 Year 8.95% 9.64%
5 Year 8.95% 9.07%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
1 Year 7.33% 8.63%
3 Year 10.29% 8.73%
5 Year 10.34% 9.04%

Risk Management

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 5.04% 5.25%
Sharp 0.44% 0.46%
Beta - -
Alpha - -

Fund Managers

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
Name Kush Sonigara Hardik Shah
Total AUM ₹889 Cr ₹0 Cr
Funds Managed 3 12
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Axis Equity Savings Fund - Regular Plan - Growth

Others 34.83 34.05
Large Cap 50.36 53.77
Small Cap 7.12 5.56
Mid Cap 7.69 6.62

Sector Allocation

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Axis Equity Savings Fund - Regular Plan - Growth

Others 21.93 32.06
Energy 5.05 9.07
Technology 5.18 6.56
Industrials 6.24 5.2
Financial Services 21.55 23.24
Consumer Defensive 3.14 2.97
Basic Materials 12.47 5.02
Real Estate 8.87 0.39
Healthcare 4.98 6.2
Consumer Cyclical 7.58 5
Utilities 1.88 1.33
Communication Services 1.13 2.96

Top Comparisons

LIC Nifty Next 50 Index Fund Growth LIC Nifty Next 50 Index Fund Growth

3Y Returns14.87%

VS

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

3Y Returns14.87%

Compare Now

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns14.86%

VS

HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

3Y Returns12.57%

Compare Now

SBI NIFTY Index Fund - Regular Plan - Growth SBI NIFTY Index Fund - Regular Plan - Growth

3Y Returns12.56%

VS

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns20.39%

Compare Now

ICICI Prudential Medium Term Bond Fund - Growth ICICI Prudential Medium Term Bond Fund - Growth

3Y Returns7.62%

VS

SBI Magnum Medium Duration Fund - Regular Plan - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth

3Y Returns7.41%

Compare Now
Add to Cart Successfully