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) | ₹552 Cr | ₹261 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 | 0.07% | -0.07% |
6 Month | 5.87% | 6.62% |
1 Year | 3.53% | 5.66% |
3 Year | 9.34% | 9.61% |
5 Year | 11.41% | 8.39% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.78% | 2.15% |
1 Year | 4.78% | 6.22% |
3 Year | 8.62% | 9.56% |
5 Year | 8.85% | 8.89% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.33% | 9.21% |
3 Year | 10.29% | 8.13% |
5 Year | 10.34% | 9.28% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.07% | 4.95% |
Sharp | 0.62% | 0.67% |
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 | 34.83 | 35.85 |
Large Cap | 50.36 | 49.22 |
Small Cap | 7.12 | 5.15 |
Mid Cap | 7.69 | 9.78 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 21.93 | 29.05 |
Energy | 5.05 | 5.06 |
Technology | 5.18 | 3.27 |
Industrials | 6.24 | 8.3 |
Financial Services | 21.55 | 19.28 |
Consumer Defensive | 3.14 | 2.68 |
Basic Materials | 12.47 | 7.32 |
Real Estate | 8.87 | 5.96 |
Healthcare | 4.98 | 3.88 |
Consumer Cyclical | 7.58 | 5.46 |
Utilities | 1.88 | 5.85 |
Communication Services | 1.13 | 3.9 |
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