Mahindra Manulife Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderately High Moderate
Asset Size (Cr) ₹502 Cr ₹382 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 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 2.39 1.51
Manager Kush Sonigara V Srivatsa
ISIN Code INF174V01150 INF789F1A744
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days./365 For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.56% 1.39%
6 Month 7.57% 6.47%
1 Year 17.21% 15.97%
3 Year 9.81% 10.95%
5 Year 12.37% 11.7%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.81% 7.36%
3 Year 17.58% 20.43%
5 Year 34.12% 36.16%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 12.02% 11.45%
3 Year 27.51% 28.46%
5 Year 36.53% 37.42%

Risk Management

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 5.82% 4.5%
Sharp 0.62% 1.05%
Beta 1.08% 0.88%
Alpha 0.2% 1.96%

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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
Fund Manage 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 33.08 33.57
Large Cap 55.65 63.15
Small Cap 6.81 -
Mid Cap 4.46 3.26

Sector Allocation

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 29.68 51.76
Cement & Cement Products 9.67 -
Petroleum Products 4.05 -
Finance 4.8 -
Banks 12.62 -
Diversified FMCG 4.5 -
Realty 2.53 -
Pharmaceuticals & Biotechnology 3.45 -
IT - Software 5.45 -
Power 2.07 -
Ferrous Metals 2.45 -
Non - Ferrous Metals 1.53 -
Construction 1.28 1.08
Consumable Fuels 1.1 -
Gas 1.08 -
Agricultural Food & other Products 1.47 -
Auto Components 1.76 -
Automobiles 1.59 -
Consumer Durables 1.31 -
Retailing 0.72 -
Insurance 0.7 0.45
Textiles & Apparels 0.69 -
Fertilizers & Agrochemicals 0.66 -
Personal Products 0.66 -
Industrial Products 1.03 -
Agricultural, Commercial & Construction Vehicles 0.54 -
Telecom - Services 0.52 -
Industrial Manufacturing 0.49 -
Capital Markets 0.48 -
IT - Services 0.39 -
Chemicals & Petrochemicals 0.38 -
Household Products 0.35 -
Sovereign - 22.75
Technology - 2.33
Materials - 1.07
Financial - 8.72
Automobile - 2.81
Energy - 3.4
Metals & Mining - 0.88
Consumer Staples - 1.34
Communication - 1.5
Services - 0.97
Healthcare - 0.92

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