Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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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