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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) | ₹558 Cr | ₹5739 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 | 2.04% | 1.6% |
| 6 Month | 5.61% | 4.38% |
| 1 Year | 6.63% | 5.69% |
| 3 Year | 9.88% | 10.37% |
| 5 Year | 11.56% | 12.63% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 2.6% | 1.84% |
| 1 Year | 10.12% | 8.49% |
| 3 Year | 9.74% | 9.59% |
| 5 Year | 9.4% | 9.91% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 7.16% | 8.4% |
| 3 Year | 10.23% | 9.93% |
| 5 Year | 10.46% | 9.48% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 4.98% | 4.47% |
| Sharp | 0.60% | 0.79% |
| 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 | 38.2 | 34.16 |
| Large Cap | 46.49 | 59.11 |
| Small Cap | 7.24 | 4.09 |
| Mid Cap | 8.07 | 2.64 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 25.78 | 30.01 |
| Energy | 5.06 | 7.59 |
| Technology | 3 | 4.33 |
| Industrials | 5.49 | 7.18 |
| Financial Services | 23.15 | 23.22 |
| Consumer Defensive | 2.36 | 2.47 |
| Basic Materials | 11.08 | 4.3 |
| Real Estate | 7.9 | 1.72 |
| Healthcare | 4.52 | 5.45 |
| Consumer Cyclical | 8.71 | 9.08 |
| Utilities | 1.85 | 2.41 |
| Communication Services | 1.1 | 2.24 |
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