Mahindra Manulife Equity Savings Fund vs Axis Equity Saver Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹551 Cr | ₹931 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Feb 2017 | 14 Aug 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 353% | 34.8% |
| Expense Ratio | 2.37 | 2.26 |
| Manager | Kush Sonigara | Hardik Shah |
| ISIN Code | INF174V01150 | INF846K01VO3 |
| 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 | Axis Equity Savings Fund - Growth charges 1.0% 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 | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.31% | -0.26% |
| 6 Month | 3.84% | 3.19% |
| 1 Year | 5.66% | 4.28% |
| 3 Year | 9.58% | 9.94% |
| 5 Year | 9.75% | 8.78% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.34% | 1.73% |
| 1 Year | 10.37% | 8.19% |
| 3 Year | 9.28% | 9.12% |
| 5 Year | 9.02% | 8.8% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.94% | 8.38% |
| 3 Year | 10.14% | 8.83% |
| 5 Year | 10.54% | 9.14% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.93% | 5.08% |
| Sharp | 0.56% | 0.58% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Kush Sonigara | Hardik Shah |
| Total AUM | ₹889 Cr | ₹0 Cr |
| Funds Managed | 3 | 12 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 37.27 | 30.77 |
| Large Cap | 47.62 | 54.89 |
| Small Cap | 7.42 | 7.42 |
| Mid Cap | 7.69 | 6.92 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.59 | 28.16 |
| Energy | 5.56 | 10.23 |
| Technology | 2.85 | 3.38 |
| Basic Materials | 11.03 | 4.95 |
| Industrials | 5.81 | 6.92 |
| Financial Services | 24.47 | 24.21 |
| Consumer Defensive | 2.32 | 2.86 |
| Real Estate | 6.99 | 1.4 |
| Healthcare | 5.07 | 6.18 |
| Consumer Cyclical | 7.73 | 7.92 |
| Utilities | 1.85 | 0.78 |
| Communication Services | 1.72 | 2.99 |
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