- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹558 Cr | ₹460 Cr | ₹460 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 | 0.92% | -0.13% | -0.13% |
| 6 Month | 5.98% | 3.34% | 3.34% |
| 1 Year | 6.33% | 2.61% | 2.61% |
| 3 Year | 9.78% | 10.99% | 10.99% |
| 5 Year | 10.88% | 8.8% | 8.8% |
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 | 2.5% | -0.05% | -0.05% |
| 1 Year | 9.82% | 3.83% | 3.83% |
| 3 Year | 9.31% | 9.11% | 9.11% |
| 5 Year | 9.06% | 8.8% | 8.8% |
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 | 6.98% | 8.44% | 8.44% |
| 3 Year | 10.18% | 8.13% | 8.13% |
| 5 Year | 10.56% | 9.45% | 9.45% |
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 | 4.94% | 5.58% | 5.58% |
| Sharp | 0.58% | 0.76% | 0.76% |
| Beta | - | - | - |
| Alpha | - | - | - |
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 | 38.2 | 36.95 | 36.95 |
| Large Cap | 46.49 | 42.47 | 42.47 |
| Small Cap | 7.24 | 8.42 | 8.42 |
| Mid Cap | 8.07 | 12.15 | 12.15 |
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 | 25.78 | 33.56 | 33.56 |
| Energy | 5.06 | 2.93 | 2.93 |
| Technology | 3 | 7.1 | 7.1 |
| Industrials | 5.49 | 8.68 | 8.68 |
| Financial Services | 23.15 | 20.67 | 20.67 |
| Consumer Defensive | 2.36 | 7.1 | 7.1 |
| Basic Materials | 11.08 | 7.71 | 7.71 |
| Real Estate | 7.9 | 0.48 | 0.48 |
| Healthcare | 4.52 | 2.22 | 2.22 |
| Consumer Cyclical | 8.71 | 5.33 | 5.33 |
| Utilities | 1.85 | 2.01 | 2.01 |
| Communication Services | 1.1 | 2.21 | 2.21 |
Top Comparisons
HDFC Pharma and Healthcare Fund - Regular (G)
3Y Returns0%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns24.51%
PGIM India Retirement Fund - Regular (G)
3Y Returns0%
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns21.1%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns16.17%
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns15.49%
