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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) | ₹567 Cr | ₹5897 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 | -1.08% | -0.92% |
| 6 Month | 2.22% | 2.05% |
| 1 Year | 7.76% | 7.37% |
| 3 Year | 10.16% | 10.15% |
| 5 Year | 9.2% | 10.3% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 0.02% | 0.08% |
| 1 Year | 4.97% | 4.39% |
| 3 Year | 7.65% | 7.73% |
| 5 Year | 8.22% | 8.76% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 6.97% | 8.32% |
| 3 Year | 10.13% | 9.94% |
| 5 Year | 10.5% | 9.5% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 5.82% | 4.68% |
| Sharp | 0.82% | 0.97% |
| Beta | 1.09% | 1% |
| Alpha | -0.46% | 0.14% |
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 | 39.76 | 33.8 |
| Large Cap | 45.23 | 59.98 |
| Small Cap | 7.35 | 3.53 |
| Mid Cap | 7.65 | 2.69 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 28.46 | 29.92 |
| Energy | 5.4 | 8.31 |
| Technology | 2.99 | 4.1 |
| Basic Materials | 10.52 | 3.71 |
| Industrials | 6.39 | 7.02 |
| Financial Services | 23.33 | 23.63 |
| Consumer Defensive | 1.68 | 2.03 |
| Real Estate | 5.95 | 1.45 |
| Healthcare | 4.7 | 5.56 |
| Consumer Cyclical | 7.32 | 9.6 |
| Utilities | 1.62 | 2.35 |
| Communication Services | 1.63 | 2.32 |
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