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Kotak Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹8782 Cr | ₹558 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 01 Feb 2017 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 353% |
| Expense Ratio | 1.76 | 2.37 |
| Manager | Abhishek Bisen | Kush Sonigara |
| ISIN Code | INF174K01C78 | INF174V01150 |
| Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Mahindra Manulife Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.09% | 1.4% |
| 6 Month | 6% | 5.65% |
| 1 Year | 7.81% | 6.16% |
| 3 Year | 11.65% | 9.65% |
| 5 Year | 11.67% | 11.61% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.04% | 1.43% |
| 1 Year | 9.03% | 7.36% |
| 3 Year | 10.15% | 8.5% |
| 5 Year | 10.48% | 8.67% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.4% | 7.16% |
| 3 Year | 9.01% | 10.23% |
| 5 Year | 8.82% | 10.46% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.01% | 4.94% |
| Sharp | 0.94% | 0.58% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Kush Sonigara |
| Total AUM | ₹0 Cr | ₹889 Cr |
| Funds Managed | 33 | 3 |
| Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.29 | 38.2 |
| Large Cap | 49.73 | 46.49 |
| Mid Cap | 8.67 | 8.07 |
| Small Cap | 7.31 | 7.24 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.89 | 25.78 |
| Communication Services | 9.91 | 1.1 |
| Energy | 3.22 | 5.06 |
| Technology | 3.35 | 3 |
| Consumer Cyclical | 11.93 | 8.71 |
| Healthcare | 0.9 | 4.52 |
| Consumer Defensive | 3.63 | 2.36 |
| Industrials | 4.02 | 5.49 |
| Basic Materials | 5.69 | 11.08 |
| Financial Services | 20.03 | 23.15 |
| Utilities | 4.1 | 1.85 |
| Real Estate | 0.33 | 7.9 |
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