HDFC Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare

HDFC Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare

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Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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HDFC Equity Savings Fund - GROWTH PLAN

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹544 Cr	₹5823 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
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	0.41%	0.97%
6 Month	4.53%	3.55%
1 Year	5.9%	5.44%
3 Year	9.37%	9.87%
5 Year	10.32%	11.22%

SIP Return Analysis

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HDFC Equity Savings Fund - GROWTH PLAN
6 Month	2.61%	2.35%
1 Year	10.61%	9.49%
3 Year	9.36%	9.37%
5 Year	9.09%	9.64%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HDFC Equity Savings Fund - GROWTH PLAN
1 Year	6.99%	8.37%
3 Year	10.15%	9.94%
5 Year	10.59%	9.49%

Risk Management

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Standard Deviation	4.93%	4.39%
Sharp	0.56%	0.70%
Beta	-	-
Alpha	-	-

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	36.81	33.88
Large Cap	47.61	59.7
Small Cap	7.58	3.77
Mid Cap	8	2.66

Sector Allocation

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Others	23.93	29.68
Energy	5.6	8.06
Technology	2.74	3.88
Basic Materials	11.55	4.18
Industrials	5.9	7.06
Financial Services	24.09	23.7
Consumer Defensive	2.39	2.11
Real Estate	7.17	1.71
Healthcare	5.02	5.57
Consumer Cyclical	7.93	9.25
Utilities	1.95	2.39
Communication Services	1.74	2.42

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