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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) | ₹558 Cr | ₹5691 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 | 1.19% | 0.43% |
| 6 Month | 6.93% | 5.82% |
| 1 Year | 3.8% | 3.54% |
| 3 Year | 10.09% | 10.58% |
| 5 Year | 11.13% | 12.41% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 2.39% | 1.66% |
| 1 Year | 9.39% | 7.95% |
| 3 Year | 9.38% | 9.34% |
| 5 Year | 9.16% | 9.73% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 7.16% | 8.4% |
| 3 Year | 10.23% | 9.93% |
| 5 Year | 10.46% | 9.48% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 4.98% | 4.47% |
| Sharp | 0.60% | 0.79% |
| 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 | 36.08 | 35.64 |
| Large Cap | 48.96 | 57.43 |
| Small Cap | 7.4 | 4.15 |
| Mid Cap | 7.57 | 2.78 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 23.04 | 31.83 |
| Energy | 4.94 | 7.12 |
| Technology | 5.26 | 5.11 |
| Industrials | 5.49 | 5.99 |
| Financial Services | 21.08 | 22.94 |
| Consumer Defensive | 3.24 | 2.99 |
| Basic Materials | 12.15 | 3.24 |
| Real Estate | 8.98 | 1.6 |
| Healthcare | 4.68 | 5.59 |
| Consumer Cyclical | 8.15 | 9.21 |
| Utilities | 1.84 | 2.35 |
| Communication Services | 1.13 | 2.03 |
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