Mirae Asset Equity Savings Fund vs Nippon India Equity Savings Fund compare
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Fund | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹776 Cr | ₹1574 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 May 2015 | 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 | 544% | 620% |
Expense Ratio | 1.65 | 1.32 |
Manager | Anand Devendra Gupta | Mahendra Kumar Jajoo |
ISIN Code | INF204KA1W02 | INF769K01EI5 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Month | -0.47% | 1.22% |
6 Month | 1.39% | 8.87% |
1 Year | 7.91% | 5.1% |
3 Year | 7.98% | 10.68% |
5 Year | 5.59% | 12.13% |
SIP Return Analysis
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | - | 2.35% |
1 Year | 5.42% | 9.8% |
3 Year | 9.17% | 11.07% |
5 Year | 8.95% | 10.52% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 6.7% | 10.94% |
3 Year | 2.98% | 11.12% |
5 Year | 1.86% | 12.01% |
Risk Management
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 3.70% | 5.53% |
Sharp | 0.46% | 0.65% |
Beta | 0.67% | - |
Alpha | 0.15% | - |
Fund Managers
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Name | Anand Devendra Gupta | Mahendra Kumar Jajoo |
Total AUM | ₹12754 Cr | ₹8876 Cr |
Funds Managed | 3 | 4 |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 75.78 | 35.48 |
Large Cap | 64.22 | 50.69 |
Small Cap | 1.93 | 7.22 |
Mid Cap | 4.07 | 6.61 |
Sector Allocation
Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 75.78 | 33.46 |
Telecom - Services | 1.11 | - |
Petroleum Products | 5.6 | - |
IT - Software | 5.32 | - |
Construction | 4.46 | - |
Pharmaceuticals & Biotechnology | 1.48 | - |
Personal Products | 0.23 | - |
Ferrous Metals | 1.48 | - |
Finance | 2.7 | - |
Consumer Durables | 0.58 | - |
Diversified FMCG | 3.86 | - |
Banks | 16.92 | - |
Cement & Cement Products | 3.89 | - |
Automobiles | 5.92 | - |
Insurance | 1.18 | - |
Diversified Metals | 3.02 | - |
Agricultural, Commercial & Construction Vehicles | 1.35 | - |
Aerospace & Defense | 0.53 | - |
Realty | 0.38 | - |
Industrial Products | 0.68 | - |
Consumable Fuels | 3.15 | - |
Fertilizers & Agrochemicals | 0.53 | - |
Retailing | 0.43 | - |
Power | 4.73 | - |
Auto Components | 0.69 | - |
Energy | - | 4 |
Utilities | - | 4.03 |
Technology | - | 4.62 |
Consumer Cyclical | - | 7.89 |
Healthcare | - | 5.1 |
Basic Materials | - | 6.51 |
Consumer Defensive | - | 2.73 |
Industrials | - | 6.44 |
Financial Services | - | 21.98 |
Real Estate | - | 1.25 |
Communication Services | - | 1.99 |
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