Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
BANDHAN Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹551 Cr | ₹356 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2017 | 09 Jun 2008 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | 353% | 22% |
| Expense Ratio | 2.37 | 1.1 |
| Manager | Kush Sonigara | Harshal Joshi |
| ISIN Code | INF174V01150 | INF194K01581 |
| 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 | Bandhan 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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.31% | 0.22% |
| 6 Month | 3.84% | 2.53% |
| 1 Year | 5.66% | 5.91% |
| 3 Year | 9.58% | 7.7% |
| 5 Year | 9.75% | 7.22% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.34% | 1.37% |
| 1 Year | 10.37% | 6.19% |
| 3 Year | 9.28% | 7.22% |
| 5 Year | 9.02% | 7.06% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.94% | 6.83% |
| 3 Year | 10.14% | 7.11% |
| 5 Year | 10.54% | 6.96% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.93% | 2.08% |
| Sharp | 0.56% | 0.41% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Kush Sonigara | Harshal Joshi |
| Total AUM | ₹889 Cr | ₹42965 Cr |
| Funds Managed | 3 | 20 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 37.27 | 33.94 |
| Large Cap | 47.62 | 60.05 |
| Small Cap | 7.42 | 2.89 |
| Mid Cap | 7.69 | 3.13 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.59 | 33.94 |
| Energy | 5.56 | 3.87 |
| Technology | 2.85 | 3.87 |
| Basic Materials | 11.03 | 8.67 |
| Industrials | 5.81 | 3.95 |
| Financial Services | 24.47 | 24.98 |
| Consumer Defensive | 2.32 | 6.14 |
| Real Estate | 6.99 | - |
| Healthcare | 5.07 | 4.71 |
| Consumer Cyclical | 7.73 | 7.39 |
| Utilities | 1.85 | 1.19 |
| Communication Services | 1.72 | 1.28 |
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