Mahindra Manulife Equity Savings Fund vs DSP Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹551 Cr | ₹3936 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Feb 2017 | 28 Mar 2016 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 353% | 444% |
| Expense Ratio | 2.37 | 1.32 |
| Manager | Kush Sonigara | Kedar Karnik |
| ISIN Code | INF174V01150 | INF740KA1439 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.07% | -0.05% |
| 6 Month | 4.37% | 2.39% |
| 1 Year | 6.3% | 5.68% |
| 3 Year | 9.63% | 9.92% |
| 5 Year | 9.82% | 9.61% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.34% | 1.44% |
| 1 Year | 10.37% | 6.76% |
| 3 Year | 9.28% | 9.26% |
| 5 Year | 9.02% | 9.09% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.94% | 8.43% |
| 3 Year | 10.14% | 8.82% |
| 5 Year | 10.54% | 8.25% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.93% | 4.23% |
| Sharp | 0.56% | 1.07% |
| Beta | - | 0.82% |
| Alpha | - | 0.82% |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Kush Sonigara | Kedar Karnik |
| Total AUM | ₹889 Cr | ₹32997 Cr |
| Funds Managed | 3 | 11 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 37.27 | 32.73 |
| Large Cap | 47.62 | 56.66 |
| Small Cap | 7.42 | 3.64 |
| Mid Cap | 7.69 | 6.96 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.59 | 27.62 |
| Energy | 5.56 | 7.07 |
| Technology | 2.85 | 5.21 |
| Basic Materials | 11.03 | 4.11 |
| Industrials | 5.81 | 3.15 |
| Financial Services | 24.47 | 28.68 |
| Consumer Defensive | 2.32 | 3.25 |
| Real Estate | 6.99 | 1.31 |
| Healthcare | 5.07 | 5.78 |
| Consumer Cyclical | 7.73 | 5.88 |
| Utilities | 1.85 | 3.08 |
| Communication Services | 1.72 | 4.86 |
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