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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) | ₹552 Cr | ₹655 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 | -0.43% | 1.82% |
| 6 Month | 5.21% | 8.81% |
| 1 Year | 3.74% | 4.75% |
| 3 Year | 9.18% | 12.94% |
| 5 Year | 11.5% | 13.42% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.78% | 4.81% |
| 1 Year | 4.78% | 7.11% |
| 3 Year | 8.62% | 12.77% |
| 5 Year | 8.85% | 12.1% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.33% | 8.03% |
| 3 Year | 10.29% | 9.53% |
| 5 Year | 10.34% | 8.45% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.07% | 7.29% |
| Sharp | 0.62% | 0.81% |
| 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 | 34.83 | 38.05 |
| Large Cap | 50.36 | 38.37 |
| Small Cap | 7.12 | 6.12 |
| Mid Cap | 7.69 | 17.46 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 21.93 | 32.02 |
| Energy | 5.05 | 1.94 |
| Technology | 5.18 | 2.64 |
| Industrials | 6.24 | 10.18 |
| Financial Services | 21.55 | 26.43 |
| Consumer Defensive | 3.14 | 3.1 |
| Basic Materials | 12.47 | 1.29 |
| Real Estate | 8.87 | 0.05 |
| Healthcare | 4.98 | 7.89 |
| Consumer Cyclical | 7.58 | 11.01 |
| Utilities | 1.88 | 1.55 |
| Communication Services | 1.13 | 1.9 |
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