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) | ₹544 Cr | ₹759 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 | 0.41% | -0.16% |
| 6 Month | 4.53% | 5.57% |
| 1 Year | 5.9% | 1.86% |
| 3 Year | 9.37% | 13.32% |
| 5 Year | 10.32% | 12.07% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.61% | 1.52% |
| 1 Year | 10.61% | 10.02% |
| 3 Year | 9.36% | 11.78% |
| 5 Year | 9.09% | 11.57% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.99% | 7.84% |
| 3 Year | 10.15% | 9.72% |
| 5 Year | 10.59% | 8.53% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.94% | 7.29% |
| Sharp | 0.58% | 0.89% |
| 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 | 36.81 | 37.06 |
| Large Cap | 47.61 | 38.44 |
| Small Cap | 7.58 | 6.41 |
| Mid Cap | 8 | 18.09 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 23.93 | 29.99 |
| Energy | 5.6 | 1.79 |
| Technology | 2.74 | 6.81 |
| Basic Materials | 11.55 | 0.96 |
| Industrials | 5.9 | 6.16 |
| Financial Services | 24.09 | 28.18 |
| Consumer Defensive | 2.39 | 3.35 |
| Real Estate | 7.17 | 0 |
| Healthcare | 5.02 | 7.5 |
| Consumer Cyclical | 7.93 | 8.38 |
| Utilities | 1.95 | 1.34 |
| Communication Services | 1.74 | 5.54 |
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