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Mahindra Manulife Equity Savings Fund vs SBI Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹547 Cr | ₹5703 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2017 | 27 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% | 39% |
| Expense Ratio | 2.37 | 1.43 |
| Manager | Kush Sonigara | Pradeep Kesavan |
| ISIN Code | INF174V01150 | INF200KA1DA4 |
| 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 | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.87% | 1.38% |
| 6 Month | 7.61% | 9.03% |
| 1 Year | 3.25% | 4.66% |
| 3 Year | 9.54% | 10.9% |
| 5 Year | 11.3% | 11.69% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.08% | 1.83% |
| 1 Year | 7.04% | 7.72% |
| 3 Year | 8.95% | 10.41% |
| 5 Year | 8.95% | 10.13% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.33% | 8.96% |
| 3 Year | 10.29% | 9.28% |
| 5 Year | 10.34% | 8.78% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.04% | 4.73% |
| Sharp | 0.44% | 0.9% |
| Beta | - | 0.19% |
| Alpha | - | 3.93% |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Kush Sonigara | Pradeep Kesavan |
| Total AUM | ₹889 Cr | ₹434274 Cr |
| Funds Managed | 3 | 43 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.83 | 35.45 |
| Large Cap | 50.36 | 36.99 |
| Small Cap | 7.12 | 16.14 |
| Mid Cap | 7.69 | 11.42 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 21.93 | 27.4 |
| Energy | 5.05 | 5.65 |
| Technology | 5.18 | 0.07 |
| Industrials | 6.24 | 9.57 |
| Financial Services | 21.55 | 24.03 |
| Consumer Defensive | 3.14 | 1.47 |
| Basic Materials | 12.47 | 9.83 |
| Real Estate | 8.87 | 6.06 |
| Healthcare | 4.98 | 2.24 |
| Consumer Cyclical | 7.58 | 11.47 |
| Utilities | 1.88 | 1.47 |
| Communication Services | 1.13 | 0.73 |
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