Mahindra Manulife Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹8452 Cr | ₹552 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Oct 2014 | 01 Feb 2017 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 492.24% | 353% |
Expense Ratio | 1.76 | 2.37 |
Manager | Abhishek Bisen | Kush Sonigara |
ISIN Code | INF174K01C78 | INF174V01150 |
Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Mahindra Manulife Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.04% | -0.43% |
6 Month | 6.46% | 5.21% |
1 Year | 4.64% | 3.74% |
3 Year | 11.28% | 9.18% |
5 Year | 11.41% | 11.5% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.48% | 1.78% |
1 Year | 6.33% | 4.78% |
3 Year | 10.34% | 8.62% |
5 Year | 10.54% | 8.85% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.48% | 7.33% |
3 Year | 8.95% | 10.29% |
5 Year | 8.78% | 10.34% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.10% | 5.07% |
Sharp | 0.90% | 0.62% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Kush Sonigara |
Total AUM | ₹0 Cr | ₹889 Cr |
Funds Managed | 33 | 3 |
Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 34.8 | 34.83 |
Large Cap | 49.34 | 50.36 |
Mid Cap | 9.46 | 7.69 |
Small Cap | 6.41 | 7.12 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 34.03 | 21.93 |
Communication Services | 10.45 | 1.13 |
Energy | 3.83 | 5.05 |
Technology | 3.02 | 5.18 |
Consumer Cyclical | 10.86 | 7.58 |
Healthcare | 0.8 | 4.98 |
Consumer Defensive | 3.57 | 3.14 |
Industrials | 4.93 | 6.24 |
Basic Materials | 5.58 | 12.47 |
Financial Services | 18.82 | 21.55 |
Utilities | 3.72 | 1.88 |
Real Estate | 0.38 | 8.87 |
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