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tortoise-icon Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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tortoise-icon 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) ₹551 Cr ₹281 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 0.36% 0.2%
6 Month 4.1% 3.57%
1 Year 5.71% 5.7%
3 Year 9.66% 10.07%
5 Year 10.1% 8.23%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month 2.34% 2.22%
1 Year 10.37% 10.37%
3 Year 9.28% 9.78%
5 Year 9.02% 9.23%

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 4.93% 5.00%
Sharp 0.56% 0.65%
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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