Axis Equity Saver Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 |
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