Mirae Asset Equity Savings Fund- Regular Plan- Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1814 Cr | ₹281 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹99 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Dec 2018 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Equity Savings Index | NIFTY Equity Savings TRI |
| Turn Over | 620% | 486% |
| Expense Ratio | 1.32 | 2.48 |
| Manager | Mahendra Kumar Jajoo | Miten Vora |
| ISIN Code | INF769K01EI5 | INF955L01II9 |
| Exits Load | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.12% | -0.5% |
| 6 Month | 2.77% | 2.47% |
| 1 Year | 8.16% | 6.61% |
| 3 Year | 11.4% | 10.36% |
| 5 Year | 10.71% | 8.12% |
SIP Return Analysis
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.2% | 2.06% |
| 1 Year | 10.16% | 9.24% |
| 3 Year | 10.57% | 9.45% |
| 5 Year | 10.3% | 9.11% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.44% | 8.77% |
| 3 Year | 11.11% | 8.35% |
| 5 Year | 11.99% | 9.06% |
Risk Management
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.43% | 5.00% |
| Sharp | 0.74% | 0.65% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Mahendra Kumar Jajoo | Miten Vora |
| Total AUM | ₹8876 Cr | ₹6478 Cr |
| Funds Managed | 4 | 6 |
| Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 37.67 | 36.42 |
| Large Cap | 49.14 | 47.54 |
| Small Cap | 6.13 | 4.3 |
| Mid Cap | 7.06 | 11.74 |
Sector Allocation
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35 | 29.94 |
| Energy | 3.52 | 3.85 |
| Utilities | 3.18 | 4.66 |
| Technology | 4.93 | 5.03 |
| Consumer Cyclical | 8 | 7.31 |
| Basic Materials | 6.56 | 7.23 |
| Healthcare | 5.51 | 3.1 |
| Consumer Defensive | 2.95 | 1.84 |
| Industrials | 5.64 | 8.61 |
| Financial Services | 21.69 | 20.09 |
| Real Estate | 1.04 | 4.38 |
| Communication Services | 1.98 | 3.97 |
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