Mahindra Manulife Equity Savings Fund vs Mirae Asset Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹552 Cr | ₹1574 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Feb 2017 | 17 Dec 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | Nifty Equity Savings Index |
Turn Over | 353% | 620% |
Expense Ratio | 2.37 | 1.32 |
Manager | Kush Sonigara | Mahendra Kumar Jajoo |
ISIN Code | INF174V01150 | INF769K01EI5 |
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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Month | 0.07% | -0.28% |
6 Month | 5.87% | 7.76% |
1 Year | 3.53% | 6.24% |
3 Year | 9.34% | 10.82% |
5 Year | 11.41% | 12.15% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 1.78% | 2.44% |
1 Year | 4.78% | 7.87% |
3 Year | 8.62% | 10.82% |
5 Year | 8.85% | 10.44% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 7.33% | 10.94% |
3 Year | 10.29% | 11.12% |
5 Year | 10.34% | 12.01% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 5.07% | 5.46% |
Sharp | 0.62% | 0.81% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Name | Kush Sonigara | Mahendra Kumar Jajoo |
Total AUM | ₹889 Cr | ₹8876 Cr |
Funds Managed | 3 | 4 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 34.83 | 35.48 |
Large Cap | 50.36 | 50.69 |
Small Cap | 7.12 | 7.22 |
Mid Cap | 7.69 | 6.61 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 21.93 | 33.46 |
Energy | 5.05 | 4 |
Technology | 5.18 | 4.62 |
Industrials | 6.24 | 6.44 |
Financial Services | 21.55 | 21.98 |
Consumer Defensive | 3.14 | 2.73 |
Basic Materials | 12.47 | 6.51 |
Real Estate | 8.87 | 1.25 |
Healthcare | 4.98 | 5.1 |
Consumer Cyclical | 7.58 | 7.89 |
Utilities | 1.88 | 4.03 |
Communication Services | 1.13 | 1.99 |
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