- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹547 Cr | ₹3501 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 | 1.87% | 0.78% |
| 6 Month | 7.61% | 5.2% |
| 1 Year | 3.25% | 4.6% |
| 3 Year | 9.54% | 10.13% |
| 5 Year | 11.3% | 10.75% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.08% | 1.13% |
| 1 Year | 7.04% | 6.01% |
| 3 Year | 8.95% | 9.86% |
| 5 Year | 8.95% | 9.46% |
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 | 5.04% | 3.82% |
| Sharp | 0.44% | 0.72% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.83 | 36.3 |
| Large Cap | 50.36 | 54.14 |
| Small Cap | 7.12 | 3.84 |
| Mid Cap | 7.69 | 5.72 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 21.93 | 32.36 |
| Energy | 5.05 | 6.79 |
| Technology | 5.18 | 4.25 |
| Industrials | 6.24 | 3.05 |
| Financial Services | 21.55 | 25.73 |
| Consumer Defensive | 3.14 | 2.7 |
| Basic Materials | 12.47 | 3.59 |
| Real Estate | 8.87 | 1.29 |
| Healthcare | 4.98 | 6.01 |
| Consumer Cyclical | 7.58 | 7.5 |
| Utilities | 1.88 | 3.09 |
| Communication Services | 1.13 | 3.63 |
Top Comparisons
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns16.29%
HSBC Large Cap Fund - Regular Growth
3Y Returns14.58%
Sundaram Equity Savings Fund (G)
3Y Returns11.18%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.81%
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns18.14%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns18%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.54%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.54%
