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HSBC Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare

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tortoise-icon Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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tortoise-icon HSBC Equity Savings Fund - Regular Growth

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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 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) ₹558 Cr ₹723 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 1.4% 0.62%
6 Month 5.65% 8.66%
1 Year 6.16% 5.98%
3 Year 9.65% 13.53%
5 Year 11.61% 13.55%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
6 Month 1.43% 2.67%
1 Year 7.36% 9.87%
3 Year 8.5% 12.28%
5 Year 8.67% 11.83%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
1 Year 7.16% 7.91%
3 Year 10.23% 9.59%
5 Year 10.46% 8.48%

Risk Management

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Standard Deviation 4.94% 7.29%
Sharp 0.58% 0.89%
Beta - -
Alpha - -

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 38.2 38.94
Large Cap 46.49 36.57
Small Cap 7.24 6.7
Mid Cap 8.07 17.79

Sector Allocation

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Growth

Others 25.78 31.45
Energy 5.06 1.73
Technology 3 5.12
Industrials 5.49 7.55
Financial Services 23.15 25.49
Consumer Defensive 2.36 2.93
Basic Materials 11.08 2.8
Real Estate 7.9 0.04
Healthcare 4.52 7.72
Consumer Cyclical 8.71 8.47
Utilities 1.85 1.38
Communication Services 1.1 5.32

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