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) | ₹558 Cr | ₹265 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
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 | 1.12% | 0.83% |
6 Month | 6.25% | 5.92% |
1 Year | 4.05% | 4.24% |
3 Year | 10.19% | 10.36% |
5 Year | 11.48% | 8.46% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.39% | 1.51% |
1 Year | 9.39% | 8.36% |
3 Year | 9.38% | 9.56% |
5 Year | 9.16% | 8.97% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.16% | 9.07% |
3 Year | 10.23% | 8.23% |
5 Year | 10.46% | 9.19% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.98% | 4.92% |
Sharp | 0.60% | 0.59% |
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 | 36.08 | 36.22 |
Large Cap | 48.96 | 48.94 |
Small Cap | 7.4 | 4.76 |
Mid Cap | 7.57 | 10.08 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 23.04 | 29.16 |
Energy | 4.94 | 3.83 |
Technology | 5.26 | 4.47 |
Industrials | 5.49 | 8.05 |
Financial Services | 21.08 | 18.68 |
Consumer Defensive | 3.24 | 2.74 |
Basic Materials | 12.15 | 7.28 |
Real Estate | 8.98 | 5.73 |
Healthcare | 4.68 | 3.51 |
Consumer Cyclical | 8.15 | 7.28 |
Utilities | 1.84 | 5.53 |
Communication Services | 1.13 | 3.74 |
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