HDFC Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
HDFC Equity Savings Fund - GROWTH PLAN
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹571 Cr | ₹5546 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹300 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 01 Feb 2017 | 17 Sep 2004 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 353% | 27.79% |
Expense Ratio | 2.37 | 1.89 |
Manager | Kush Sonigara | Anil Bamboli |
ISIN Code | INF174V01150 | INF179K01AM7 |
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 | HDFC Equity Savings Fund - 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 | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
1 Month | 0.83% | 0.71% |
6 Month | 4.46% | 4.87% |
1 Year | 3.77% | 4.7% |
3 Year | 10.95% | 11.61% |
5 Year | 12.27% | 13.04% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
6 Month | 3.61% | 3.44% |
1 Year | 6.72% | 6.88% |
3 Year | 9.6% | 10.16% |
5 Year | 9.53% | 10.47% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
1 Year | 7.62% | 8.52% |
3 Year | 10.24% | 9.88% |
5 Year | 9.93% | 9.46% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Standard Deviation | 5.21% | 4.72% |
Sharp | 0.84% | 1.07% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Name | Kush Sonigara | Anil Bamboli |
Total AUM | ₹889 Cr | ₹135442 Cr |
Funds Managed | 3 | 12 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Others | 29.07 | 31.96 |
Large Cap | 56.78 | 60.75 |
Small Cap | 6.59 | 4.21 |
Mid Cap | 7.57 | 3.07 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Others | 20.91 | 29.73 |
Energy | 6.27 | 7.62 |
Technology | 5.49 | 5.46 |
Industrials | 6.07 | 6.9 |
Financial Services | 23.02 | 22.53 |
Consumer Defensive | 3.77 | 3.76 |
Basic Materials | 11.45 | 4.9 |
Real Estate | 8.16 | 1.6 |
Healthcare | 4.66 | 4.52 |
Consumer Cyclical | 7.37 | 8.74 |
Utilities | 1.86 | 2.21 |
Communication Services | 0.98 | 2.04 |
Top Comparisons
Templeton India Value Fund - Growth Plan
3Y Returns23.41%
Nippon India Value Fund- Growth Plan
3Y Returns26.16%
Invesco India Midcap Fund - Growth Option
3Y Returns31.77%
Quant Mid Cap Fund-Growth
3Y Returns23.49%
Bandhan Floater Fund Regular - Growth
3Y Returns7.46%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.67%
Kotak Arbitrage Fund - Growth
3Y Returns7.1%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.73%