Mahindra Manulife Equity Savings Fund vs UTI Conservative Hybrid Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹571 Cr | ₹707 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Feb 2017 | 30 Aug 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
Turn Over | 353% | 387% |
Expense Ratio | 2.37 | 1.64 |
Manager | Kush Sonigara | V Srivatsa |
ISIN Code | INF174V01150 | INF789F1A744 |
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 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.47% | -0.8% |
6 Month | 4.59% | 4.01% |
1 Year | 2.78% | 4.22% |
3 Year | 9.97% | 10.98% |
5 Year | 11.55% | 11.95% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.87% | 1.61% |
1 Year | 6.34% | 5.43% |
3 Year | 9.53% | 9.92% |
5 Year | 9.52% | 10.34% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.62% | 10.08% |
3 Year | 10.24% | 10.5% |
5 Year | 9.93% | 10.87% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.21% | 4.5% |
Sharp | 0.84% | 1.44% |
Beta | - | 0.94% |
Alpha | - | 0.98% |
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Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Kush Sonigara | V Srivatsa |
Total AUM | ₹889 Cr | ₹7921 Cr |
Funds Managed | 3 | 3 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.55 | 35.27 |
Large Cap | 51.78 | 61.69 |
Small Cap | 6.78 | - |
Mid Cap | 7.89 | 3.04 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 21.04 | 33.75 |
Energy | 5.21 | 5.35 |
Technology | 5.87 | 7.2 |
Industrials | 6.17 | 2.84 |
Financial Services | 22.4 | 25.04 |
Consumer Defensive | 3.68 | 1.27 |
Basic Materials | 12.03 | 8.7 |
Real Estate | 8.37 | - |
Healthcare | 4.74 | 2.11 |
Consumer Cyclical | 7.54 | 7.83 |
Utilities | 1.87 | 2.4 |
Communication Services | 1.06 | 3.52 |
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