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) | ₹558 Cr | ₹776 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 | 1.57% | - |
6 Month | 7.95% | - |
1 Year | 4.37% | - |
3 Year | 9.95% | - |
5 Year | 11.24% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
6 Month | 2.39% | - |
1 Year | 9.39% | - |
3 Year | 9.38% | - |
5 Year | 9.16% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
1 Year | 7.16% | - |
3 Year | 10.23% | - |
5 Year | 10.46% | - |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Standard Deviation | 4.98% | 3.63% |
Sharp | 0.60% | 0.58% |
Beta | - | 0.67% |
Alpha | - | 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 | 36.08 | 75.78 |
Large Cap | 48.96 | 64.22 |
Small Cap | 7.4 | 1.93 |
Mid Cap | 7.57 | 4.07 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Others | 23.04 | 75.78 |
Energy | 4.94 | - |
Technology | 5.26 | - |
Industrials | 5.49 | - |
Financial Services | 21.08 | - |
Consumer Defensive | 3.24 | - |
Basic Materials | 12.15 | - |
Real Estate | 8.98 | - |
Healthcare | 4.68 | - |
Consumer Cyclical | 8.15 | - |
Utilities | 1.84 | - |
Communication Services | 1.13 | - |
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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