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) | ₹547 Cr | ₹333 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 | 1.4% | 0.48% |
6 Month | 7.12% | 4.07% |
1 Year | 2.74% | 4.93% |
3 Year | 8.97% | 7.51% |
5 Year | 11.3% | 7.99% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.08% | 1.58% |
1 Year | 7.04% | 6.46% |
3 Year | 8.95% | 7.64% |
5 Year | 8.95% | 7.31% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.33% | 6.91% |
3 Year | 10.29% | 7.05% |
5 Year | 10.34% | 6.92% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.04% | 2.18% |
Sharp | 0.44% | 0.34% |
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 | 34.83 | 33.41 |
Large Cap | 50.36 | 60.99 |
Small Cap | 7.12 | 2.55 |
Mid Cap | 7.69 | 3.05 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 21.93 | 33.35 |
Energy | 5.05 | 3.91 |
Technology | 5.18 | 6.87 |
Industrials | 6.24 | 3.12 |
Financial Services | 21.55 | 21.28 |
Consumer Defensive | 3.14 | 6.96 |
Basic Materials | 12.47 | 8.85 |
Real Estate | 8.87 | - |
Healthcare | 4.98 | 4.91 |
Consumer Cyclical | 7.58 | 7.78 |
Utilities | 1.88 | 2.17 |
Communication Services | 1.13 | 0.79 |
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