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) | ₹571 Cr | ₹347 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 | -0.27% | 0.34% |
6 Month | 4.75% | 3.54% |
1 Year | 2.86% | 5.23% |
3 Year | 10.02% | 7.78% |
5 Year | 11.67% | 8.43% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.87% | 1.79% |
1 Year | 6.34% | 6.2% |
3 Year | 9.53% | 7.87% |
5 Year | 9.52% | 7.52% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.62% | 6.93% |
3 Year | 10.24% | 7.02% |
5 Year | 9.93% | 6.91% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.21% | 2.37% |
Sharp | 0.84% | 0.70% |
Beta | - | - |
Alpha | - | - |
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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 | 33.55 | 36.74 |
Large Cap | 51.78 | 60.47 |
Small Cap | 6.78 | - |
Mid Cap | 7.89 | 2.79 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 21.04 | 33.2 |
Energy | 5.21 | 3.97 |
Technology | 5.87 | 7.1 |
Industrials | 6.17 | 2.93 |
Financial Services | 22.4 | 21.8 |
Consumer Defensive | 3.68 | 6.1 |
Basic Materials | 12.03 | 8.37 |
Real Estate | 8.37 | - |
Healthcare | 4.74 | 4.41 |
Consumer Cyclical | 7.54 | 5.56 |
Utilities | 1.87 | 2.07 |
Communication Services | 1.06 | 4.49 |
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