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) | ₹551 Cr | ₹1814 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹99 |
| 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 | -0.31% | 0.06% |
| 6 Month | 2.88% | 2.38% |
| 1 Year | 6.72% | 8.05% |
| 3 Year | 9.85% | 11.15% |
| 5 Year | 9.6% | 10.56% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.07% | 2.2% |
| 1 Year | 9.24% | 10.16% |
| 3 Year | 9.01% | 10.57% |
| 5 Year | 8.97% | 10.3% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 6.94% | 10.44% |
| 3 Year | 10.14% | 11.11% |
| 5 Year | 10.54% | 11.99% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 4.93% | 5.43% |
| Sharp | 0.56% | 0.74% |
| 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 | 37.27 | 37.67 |
| Large Cap | 47.62 | 49.14 |
| Small Cap | 7.42 | 6.13 |
| Mid Cap | 7.69 | 7.06 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 24.59 | 35 |
| Energy | 5.56 | 3.52 |
| Technology | 2.85 | 4.93 |
| Basic Materials | 11.03 | 6.56 |
| Industrials | 5.81 | 5.64 |
| Financial Services | 24.47 | 21.69 |
| Consumer Defensive | 2.32 | 2.95 |
| Real Estate | 6.99 | 1.04 |
| Healthcare | 5.07 | 5.51 |
| Consumer Cyclical | 7.73 | 8 |
| Utilities | 1.85 | 3.18 |
| Communication Services | 1.72 | 1.98 |
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