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) | ₹571 Cr | ₹952 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 | -0.27% | -0.23% |
6 Month | 4.75% | 3.71% |
1 Year | 2.86% | 3.76% |
3 Year | 10.02% | 9.97% |
5 Year | 11.67% | 10.73% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.87% | 2.27% |
1 Year | 6.34% | 4.98% |
3 Year | 9.53% | 9.92% |
5 Year | 9.52% | 9.39% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.62% | 8.73% |
3 Year | 10.24% | 8.7% |
5 Year | 9.93% | 8.98% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.21% | 5.60% |
Sharp | 0.84% | 0.84% |
Beta | - | - |
Alpha | - | - |
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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 | 33.55 | 32.49 |
Large Cap | 51.78 | 56.01 |
Small Cap | 6.78 | 4.76 |
Mid Cap | 7.89 | 6.74 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 21.04 | 30.6 |
Energy | 5.21 | 10.47 |
Technology | 5.87 | 6.64 |
Industrials | 6.17 | 5.24 |
Financial Services | 22.4 | 23.17 |
Consumer Defensive | 3.68 | 3.34 |
Basic Materials | 12.03 | 5.37 |
Real Estate | 8.37 | 0.42 |
Healthcare | 4.74 | 5.34 |
Consumer Cyclical | 7.54 | 4.62 |
Utilities | 1.87 | 1.6 |
Communication Services | 1.06 | 3.19 |
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