Mahindra Manulife Equity Savings Fund vs Baroda BNP Paribas Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹551 Cr | ₹281 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2017 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 353% | 486% |
| Expense Ratio | 2.37 | 2.48 |
| Manager | Kush Sonigara | Miten Vora |
| ISIN Code | INF174V01150 | INF955L01II9 |
| 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.53% | 0.37% |
| 6 Month | 3.81% | 2.95% |
| 1 Year | 6.89% | 6.48% |
| 3 Year | 10.01% | 10.43% |
| 5 Year | 9.64% | 8.19% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.36% | 2.46% |
| 1 Year | 10.16% | 10.2% |
| 3 Year | 9.11% | 9.66% |
| 5 Year | 8.96% | 9.23% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.95% | 8.73% |
| 3 Year | 10.14% | 8.36% |
| 5 Year | 10.53% | 9.03% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.82% | 4.56% |
| Sharp | 0.74% | 0.83% |
| Beta | 1.09% | 1.09% |
| Alpha | -0.49% | 0.04% |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Kush Sonigara | Miten Vora |
| Total AUM | ₹889 Cr | ₹6478 Cr |
| Funds Managed | 3 | 6 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.54 | 59.84 |
| Large Cap | 54.87 | 49.14 |
| Small Cap | 7.89 | 4.93 |
| Mid Cap | 5.7 | 12.25 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.56 | 56.11 |
| Petroleum Products | 4.76 | 3.85 |
| IT - Software | 2.85 | 4.12 |
| Pharmaceuticals & Biotechnology | 5.54 | 1.61 |
| Industrial Manufacturing | 0.45 | - |
| Construction | 2.61 | 2.82 |
| Finance | 6.44 | 3.56 |
| Banks | 17.56 | 14.41 |
| Diversified FMCG | 1.68 | - |
| Non - Ferrous Metals | 0.51 | 0.81 |
| Realty | 6.98 | 3.77 |
| Cement & Cement Products | 6.82 | 2.88 |
| Ferrous Metals | 2.04 | 1.84 |
| Automobiles | 3.42 | 3.99 |
| Industrial Products | 2.74 | - |
| Insurance | 0.48 | 0.59 |
| Chemicals & Petrochemicals | 0.31 | 2.14 |
| Gas | 0.64 | - |
| Fertilizers & Agrochemicals | 0.9 | - |
| Agricultural Food & other Products | 0.65 | - |
| Textiles & Apparels | 0.5 | - |
| Oil | 0.4 | - |
| Consumer Durables | 0.99 | 1.11 |
| Auto Components | 2.05 | 0.04 |
| Telecom - Services | 1.72 | 3.97 |
| Consumable Fuels | 0.4 | - |
| Retailing | 0.78 | 1.01 |
| Power | 1.22 | 4.66 |
| Healthcare Services | - | 0.66 |
| Commercial Services & Supplies | - | 0.61 |
| Electrical Equipment | - | 2.14 |
| IT - Services | - | 0.83 |
| Leisure Services | - | 1.16 |
| Food Products | - | 0.68 |
| Aerospace & Defense | - | 0.73 |
| Capital Markets | - | 0.83 |
| Financial Technology (Fintech) | - | 1.59 |
| Transport Services | - | 0.84 |
| Transport Infrastructure | - | 1.64 |
| Beverages | - | 1.16 |
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