- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Mahindra Manulife Equity Savings Fund vs HSBC Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹551 Cr | ₹787 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2017 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 353% | 75% |
| Expense Ratio | 2.37 | 1.51 |
| Manager | Kush Sonigara | Mahesh A Chhabria |
| ISIN Code | INF174V01150 | INF917K01AA5 |
| 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 | HSBC Equity Savings Fund - Growth charges 0.5% 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 | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.07% | -1.25% |
| 6 Month | 4.37% | 6.24% |
| 1 Year | 6.3% | 0.46% |
| 3 Year | 9.63% | 13.54% |
| 5 Year | 9.82% | 11.8% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.49% | 0.62% |
| 1 Year | 8.52% | 9.08% |
| 3 Year | 8.97% | 11.43% |
| 5 Year | 8.94% | 11.49% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.94% | 7.81% |
| 3 Year | 10.14% | 9.76% |
| 5 Year | 10.54% | 8.55% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.93% | 7.28% |
| Sharp | 0.56% | 0.90% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Kush Sonigara | Mahesh A Chhabria |
| Total AUM | ₹889 Cr | ₹15021 Cr |
| Funds Managed | 3 | 9 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 37.27 | 38.15 |
| Large Cap | 47.62 | 41.33 |
| Small Cap | 7.42 | 5.75 |
| Mid Cap | 7.69 | 14.77 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 24.59 | 29.88 |
| Energy | 5.56 | 1.82 |
| Technology | 2.85 | 4.97 |
| Basic Materials | 11.03 | 1.41 |
| Industrials | 5.81 | 11.22 |
| Financial Services | 24.47 | 26.52 |
| Consumer Defensive | 2.32 | 3.28 |
| Real Estate | 6.99 | - |
| Healthcare | 5.07 | 5.28 |
| Consumer Cyclical | 7.73 | 8.97 |
| Utilities | 1.85 | 1.18 |
| Communication Services | 1.72 | 5.47 |
Top Comparisons
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.36%
Nippon India Short Duration Fund-Growth Plan
3Y Returns7.53%
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.92%
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
3Y Returns0%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns16.21%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns15.24%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns21.57%
Sundaram Value Fund - Regular Plan - Growth
3Y Returns12.76%
