Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹571 Cr | ₹3192 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 01 Feb 2017 | 28 Mar 2016 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 353% | 444% |
Expense Ratio | 2.37 | 1.32 |
Manager | Kush Sonigara | Kedar Karnik |
ISIN Code | INF174V01150 | INF740KA1439 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.78% | -0.09% |
6 Month | 3.66% | 4.04% |
1 Year | 2.24% | 6.04% |
3 Year | 9.62% | 10.23% |
5 Year | 11.54% | 11.39% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.45% | 1.89% |
1 Year | 4.93% | 5.94% |
3 Year | 8.8% | 10.31% |
5 Year | 9.03% | 9.82% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.33% | 8.8% |
3 Year | 10.29% | 8.61% |
5 Year | 10.34% | 8.09% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.21% | 3.89% |
Sharp | 0.84% | 1.15% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Kush Sonigara | Kedar Karnik |
Total AUM | ₹889 Cr | ₹32997 Cr |
Funds Managed | 3 | 11 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.55 | 33.96 |
Large Cap | 51.78 | 55.42 |
Small Cap | 6.78 | 4.32 |
Mid Cap | 7.89 | 6.3 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 21.04 | 30.13 |
Energy | 5.21 | 7.95 |
Technology | 5.87 | 3.32 |
Industrials | 6.17 | 3.25 |
Financial Services | 22.4 | 25.58 |
Consumer Defensive | 3.68 | 2.95 |
Basic Materials | 12.03 | 3.98 |
Real Estate | 8.37 | 1.43 |
Healthcare | 4.74 | 5.54 |
Consumer Cyclical | 7.54 | 8.11 |
Utilities | 1.87 | 3.39 |
Communication Services | 1.06 | 4.38 |
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