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) | ₹570 Cr | ₹2995 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 | 1.52% | 0.87% |
6 Month | 3.22% | 3.58% |
1 Year | 4.55% | 7.97% |
3 Year | 11.18% | 11.28% |
5 Year | 12.39% | 11.89% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.23% | 2.87% |
1 Year | 7.61% | 7.6% |
3 Year | 9.88% | 10.97% |
5 Year | 9.73% | 10.27% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.62% | 8.82% |
3 Year | 10.24% | 8.5% |
5 Year | 9.93% | 8.01% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.49% | 4.09% |
Sharp | 0.58% | 0.94% |
Beta | - | - |
Alpha | - | - |
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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 | 29.07 | 33.7 |
Large Cap | 56.78 | 56.54 |
Small Cap | 6.59 | 3.99 |
Mid Cap | 7.57 | 5.78 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 20.91 | 31.07 |
Energy | 6.27 | 8.15 |
Technology | 5.49 | 3.48 |
Industrials | 6.07 | 3.26 |
Financial Services | 23.02 | 26.16 |
Consumer Defensive | 3.77 | 3 |
Basic Materials | 11.45 | 3.98 |
Real Estate | 8.16 | 1.48 |
Healthcare | 4.66 | 4.39 |
Consumer Cyclical | 7.37 | 7.68 |
Utilities | 1.86 | 3.06 |
Communication Services | 0.98 | 4.3 |
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