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) | ₹8444 Cr | ₹571 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 | 1.21% | 1.1% |
6 Month | 4.3% | 4.15% |
1 Year | 4.92% | 3.64% |
3 Year | 12.25% | 10.65% |
5 Year | 11.77% | 11.95% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.6% | 3.31% |
1 Year | 7.35% | 6.7% |
3 Year | 11.13% | 9.59% |
5 Year | 11.05% | 9.6% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.61% | 7.62% |
3 Year | 8.88% | 10.24% |
5 Year | 8.73% | 9.93% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.05% | 5.21% |
Sharp | 1.09% | 0.84% |
Beta | - | - |
Alpha | - | - |
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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 | 33.59 | 33.55 |
Large Cap | 49.93 | 51.78 |
Mid Cap | 10.46 | 7.89 |
Small Cap | 6.01 | 6.78 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.77 | 21.04 |
Communication Services | 12.54 | 1.06 |
Energy | 4.12 | 5.21 |
Technology | 3.65 | 5.87 |
Consumer Cyclical | 10.82 | 7.54 |
Healthcare | 0.78 | 4.74 |
Consumer Defensive | 3.49 | 3.68 |
Industrials | 5.61 | 6.17 |
Basic Materials | 6.18 | 12.03 |
Financial Services | 15.6 | 22.4 |
Real Estate | 0.41 | 8.37 |
Utilities | 4.03 | 1.87 |
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