Mirae Asset Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹558 Cr | ₹1670 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2017 | 17 Dec 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | Nifty Equity Savings Index |
| Turn Over | 353% | 620% |
| Expense Ratio | 2.37 | 1.32 |
| Manager | Kush Sonigara | Mahendra Kumar Jajoo |
| ISIN Code | INF174V01150 | INF769K01EI5 |
| 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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Month | 1.49% | 1.78% |
| 6 Month | 5.96% | 5.89% |
| 1 Year | 6.54% | 8.48% |
| 3 Year | 9.82% | 11.36% |
| 5 Year | 11.49% | 12.03% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 3.14% | 2.67% |
| 1 Year | 10.75% | 11.37% |
| 3 Year | 9.66% | 11.18% |
| 5 Year | 9.31% | 10.58% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 7.16% | 10.79% |
| 3 Year | 10.23% | 11.06% |
| 5 Year | 10.46% | 12.06% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 4.94% | 5.45% |
| Sharp | 0.58% | 0.80% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Name | Kush Sonigara | Mahendra Kumar Jajoo |
| Total AUM | ₹889 Cr | ₹8876 Cr |
| Funds Managed | 3 | 4 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 38.2 | 35.9 |
| Large Cap | 46.49 | 50.05 |
| Small Cap | 7.24 | 6.87 |
| Mid Cap | 8.07 | 7.18 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 25.78 | 33.76 |
| Energy | 5.06 | 3.9 |
| Technology | 3 | 4.27 |
| Industrials | 5.49 | 6.02 |
| Financial Services | 23.15 | 20.53 |
| Consumer Defensive | 2.36 | 3.19 |
| Basic Materials | 11.08 | 6.79 |
| Real Estate | 7.9 | 1.12 |
| Healthcare | 4.52 | 5.55 |
| Consumer Cyclical | 8.71 | 8.88 |
| Utilities | 1.85 | 3.79 |
| Communication Services | 1.1 | 2.19 |
Top Comparisons
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns16.7%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns16.4%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns17.77%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns13.24%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns15.92%
DSP Midcap Fund - Regular Plan - Growth
3Y Returns18.83%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns20.72%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.4%