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Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

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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	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Fund	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderately High
Asset Size (Cr)	₹544 Cr	₹270 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹250
Min Addl Investment	₹1000	₹1000
Launch Date	01 Feb 2017	29 Jul 2019
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	353%	486%
Expense Ratio	2.37	2.48
Manager	Kush Sonigara	Miten Vora
ISIN Code	INF174V01150	INF955L01II9
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	Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Month	0.41%	0.65%
6 Month	4.53%	3.71%
1 Year	5.9%	5.83%
3 Year	9.37%	9.99%
5 Year	10.32%	8.34%

SIP Return Analysis

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month	2.81%	3.06%
1 Year	10.84%	11.5%
3 Year	9.61%	10.32%
5 Year	9.3%	9.52%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Year	6.99%	8.86%
3 Year	10.15%	8.33%
5 Year	10.59%	9.08%

Risk Management

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.94%	4.99%
Sharp	0.58%	0.64%
Beta	-	-
Alpha	-	-

Fund Managers

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Name	Kush Sonigara	Miten Vora
Total AUM	₹889 Cr	₹6478 Cr
Funds Managed	3	6
	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Others	36.81	35.72
Large Cap	47.61	48.06
Small Cap	7.58	4.84
Mid Cap	8	11.38

Sector Allocation

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Others	23.93	28.2
Energy	5.6	3.8
Technology	2.74	4.27
Basic Materials	11.55	7.82
Industrials	5.9	8.94
Financial Services	24.09	19.07
Consumer Defensive	2.39	2.51
Real Estate	7.17	5.42
Healthcare	5.02	3.22
Consumer Cyclical	7.93	6.88
Utilities	1.95	5.83
Communication Services	1.74	4.04

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