Invesco India Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderately High | Moderately High |
Asset Size (Cr) | ₹570 Cr | ₹414 Cr | ₹414 Cr |
Min Investment | ₹1000 | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 01 Feb 2017 | 06 Mar 2019 | 06 Mar 2019 |
Category | Equity Savings | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 353% | 469% | 469% |
Expense Ratio | 2.37 | 2.3 | 2.3 |
Manager | Kush Sonigara | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
ISIN Code | INF174V01150 | INF205KA1023 | INF205KA1023 |
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 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 1.52% | 1% | 1% |
6 Month | 3.22% | 1.39% | 1.39% |
1 Year | 4.55% | 5.94% | 5.94% |
3 Year | 11.18% | 12.82% | 12.82% |
5 Year | 12.39% | 10.13% | 10.13% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 4.23% | 4.63% | 4.63% |
1 Year | 7.61% | 8.08% | 8.08% |
3 Year | 9.88% | 12.39% | 12.39% |
5 Year | 9.73% | 10.46% | 10.46% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 7.62% | 9.05% | 9.05% |
3 Year | 10.24% | 7.97% | 7.97% |
5 Year | 9.93% | 9.5% | 9.5% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.49% | 5.97% | 5.97% |
Sharp | 0.58% | 0.80% | 0.80% |
Beta | - | - | - |
Alpha | - | - | - |
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Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Kush Sonigara | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
Total AUM | ₹889 Cr | ₹24743 Cr | ₹24743 Cr |
Funds Managed | 3 | 19 | 19 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 29.07 | 34.14 | 34.14 |
Large Cap | 56.78 | 45.93 | 45.93 |
Small Cap | 6.59 | 9.13 | 9.13 |
Mid Cap | 7.57 | 10.79 | 10.79 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 20.91 | 32.76 | 32.76 |
Energy | 6.27 | 2.6 | 2.6 |
Technology | 5.49 | 6.95 | 6.95 |
Industrials | 6.07 | 9.47 | 9.47 |
Financial Services | 23.02 | 19.86 | 19.86 |
Consumer Defensive | 3.77 | 6.8 | 6.8 |
Basic Materials | 11.45 | 6.1 | 6.1 |
Real Estate | 8.16 | 0.6 | 0.6 |
Healthcare | 4.66 | 4.31 | 4.31 |
Consumer Cyclical | 7.37 | 6.28 | 6.28 |
Utilities | 1.86 | 3.04 | 3.04 |
Communication Services | 0.98 | 1.23 | 1.23 |
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