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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) | ₹558 Cr | ₹6169 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 | 0.92% | 0.82% |
| 6 Month | 5.21% | 4.23% |
| 1 Year | 5.84% | 4.44% |
| 3 Year | 9.5% | 10.84% |
| 5 Year | 11.02% | 11.16% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.5% | 1.05% |
| 1 Year | 9.82% | 7.71% |
| 3 Year | 9.31% | 9.71% |
| 5 Year | 9.06% | 9.7% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.16% | 8.83% |
| 3 Year | 10.23% | 9.34% |
| 5 Year | 10.46% | 8.82% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.94% | 4.73% |
| Sharp | 0.58% | 0.89% |
| Beta | - | 0.2% |
| Alpha | - | 3.92% |
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 | 38.2 | 35.66 |
| Large Cap | 46.49 | 38.21 |
| Small Cap | 7.24 | 14.78 |
| Mid Cap | 8.07 | 11.35 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.78 | 27.28 |
| Energy | 5.06 | 5.3 |
| Technology | 3 | 1.67 |
| Industrials | 5.49 | 8.99 |
| Financial Services | 23.15 | 23.49 |
| Consumer Defensive | 2.36 | 1.33 |
| Basic Materials | 11.08 | 10.71 |
| Real Estate | 7.9 | 5.58 |
| Healthcare | 4.52 | 2.26 |
| Consumer Cyclical | 8.71 | 11.53 |
| Utilities | 1.85 | 1.47 |
| Communication Services | 1.1 | 0.4 |
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