Mahindra Manulife Equity Savings Fund vs Nippon India Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹567 Cr | ₹920 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2017 | 30 May 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 353% | 544% |
| Expense Ratio | 2.37 | 1.65 |
| Manager | Kush Sonigara | Anand Devendra Gupta |
| ISIN Code | INF174V01150 | INF204KA1W02 |
| 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 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
|---|---|---|
| 1 Month | -0.79% | - |
| 6 Month | 2.26% | - |
| 1 Year | 6.29% | - |
| 3 Year | 9.67% | - |
| 5 Year | 8.84% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
|---|---|---|
| 6 Month | 1.23% | - |
| 1 Year | 7.91% | - |
| 3 Year | 8.45% | - |
| 5 Year | 8.6% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
|---|---|---|
| 1 Year | 6.97% | - |
| 3 Year | 10.13% | - |
| 5 Year | 10.5% | - |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
|---|---|---|
| Standard Deviation | 5.82% | 3.50% |
| Sharp | 0.82% | 0.59% |
| Beta | 1.09% | 0.67% |
| Alpha | -0.46% | 0.15% |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
|---|---|---|
| Name | Kush Sonigara | Anand Devendra Gupta |
| Total AUM | ₹889 Cr | ₹12754 Cr |
| Funds Managed | 3 | 3 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
|---|---|---|
| Others | 39.76 | 75.78 |
| Large Cap | 45.23 | 64.22 |
| Small Cap | 7.35 | 1.93 |
| Mid Cap | 7.65 | 4.07 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
|---|---|---|
| Others | 28.46 | 75.78 |
| Energy | 5.4 | - |
| Technology | 2.99 | - |
| Basic Materials | 10.52 | - |
| Industrials | 6.39 | - |
| Financial Services | 23.33 | - |
| Consumer Defensive | 1.68 | - |
| Real Estate | 5.95 | - |
| Healthcare | 4.7 | - |
| Consumer Cyclical | 7.32 | - |
| Utilities | 1.62 | - |
| Communication Services | 1.63 | - |
| Telecom - Services | - | 1.11 |
| Petroleum Products | - | 5.6 |
| IT - Software | - | 5.32 |
| Construction | - | 4.46 |
| Pharmaceuticals & Biotechnology | - | 1.48 |
| Personal Products | - | 0.23 |
| Ferrous Metals | - | 1.48 |
| Finance | - | 2.7 |
| Consumer Durables | - | 0.58 |
| Diversified FMCG | - | 3.86 |
| Banks | - | 16.92 |
| Cement & Cement Products | - | 3.89 |
| Automobiles | - | 5.92 |
| Insurance | - | 1.18 |
| Diversified Metals | - | 3.02 |
| Agricultural, Commercial & Construction Vehicles | - | 1.35 |
| Aerospace & Defense | - | 0.53 |
| Realty | - | 0.38 |
| Industrial Products | - | 0.68 |
| Consumable Fuels | - | 3.15 |
| Fertilizers & Agrochemicals | - | 0.53 |
| Retailing | - | 0.43 |
| Power | - | 4.73 |
| Auto Components | - | 0.69 |
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