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Mahindra Manulife Equity Savings Fund vs HDFC Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
HDFC Equity Savings Fund - GROWTH PLAN
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹552 Cr | ₹5674 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹300 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Feb 2017 | 17 Sep 2004 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 353% | 27.79% |
| Expense Ratio | 2.37 | 1.89 |
| Manager | Kush Sonigara | Anil Bamboli |
| ISIN Code | INF174V01150 | INF179K01AM7 |
| 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 | HDFC 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 | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Month | -0.02% | 0.14% |
| 6 Month | 5.95% | 5.75% |
| 1 Year | 3.03% | 3.61% |
| 3 Year | 9.61% | 10.32% |
| 5 Year | 11.41% | 11.96% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 1.9% | 1.56% |
| 1 Year | 6.08% | 5.81% |
| 3 Year | 9.18% | 9.55% |
| 5 Year | 9.25% | 10.08% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 7.33% | 8.44% |
| 3 Year | 10.29% | 9.91% |
| 5 Year | 10.34% | 9.47% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 5.07% | 4.61% |
| Sharp | 0.62% | 0.81% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Name | Kush Sonigara | Anil Bamboli |
| Total AUM | ₹889 Cr | ₹135442 Cr |
| Funds Managed | 3 | 12 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 34.83 | 35.21 |
| Large Cap | 50.36 | 57.73 |
| Small Cap | 7.12 | 4.32 |
| Mid Cap | 7.69 | 2.75 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 21.93 | 31.33 |
| Energy | 5.05 | 7.35 |
| Technology | 5.18 | 5 |
| Industrials | 6.24 | 6.12 |
| Financial Services | 21.55 | 23.76 |
| Consumer Defensive | 3.14 | 2.96 |
| Basic Materials | 12.47 | 3.31 |
| Real Estate | 8.87 | 1.61 |
| Healthcare | 4.98 | 5.7 |
| Consumer Cyclical | 7.58 | 8.47 |
| Utilities | 1.88 | 2.32 |
| Communication Services | 1.13 | 2.05 |
Top Comparisons
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