HSBC Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹571 Cr | ₹649 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Feb 2017 | 18 Oct 2011 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 353% | 75% |
Expense Ratio | 2.37 | 1.51 |
Manager | Kush Sonigara | Mahesh A Chhabria |
ISIN Code | INF174V01150 | INF917K01AA5 |
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 | HSBC Equity Savings Fund - Growth charges 0.5% 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 | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | -0.78% | -0.03% |
6 Month | 3.66% | 4.28% |
1 Year | 2.24% | 2.51% |
3 Year | 9.62% | 12.61% |
5 Year | 11.54% | 13.54% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 2.87% | 4.09% |
1 Year | 6.34% | 4.81% |
3 Year | 9.53% | 12.37% |
5 Year | 9.52% | 11.92% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 7.33% | 8.03% |
3 Year | 10.29% | 9.53% |
5 Year | 10.34% | 8.45% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 5.21% | 7.32% |
Sharp | 0.84% | 0.92% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Name | Kush Sonigara | Mahesh A Chhabria |
Total AUM | ₹889 Cr | ₹15021 Cr |
Funds Managed | 3 | 9 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 33.55 | 33.9 |
Large Cap | 51.78 | 41.07 |
Small Cap | 6.78 | 7.32 |
Mid Cap | 7.89 | 17.72 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 21.04 | 31.57 |
Energy | 5.21 | 2.11 |
Technology | 5.87 | 2.16 |
Industrials | 6.17 | 8.18 |
Financial Services | 22.4 | 28.35 |
Consumer Defensive | 3.68 | 3.67 |
Basic Materials | 12.03 | 1.35 |
Real Estate | 8.37 | 0.04 |
Healthcare | 4.74 | 5.13 |
Consumer Cyclical | 7.54 | 13.76 |
Utilities | 1.87 | 1.64 |
Communication Services | 1.06 | 2.01 |
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