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Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
PGIM India Equity Savings Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹567 Cr | ₹67 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2017 | 14 Feb 2025 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 353% | 69% |
| Expense Ratio | 2.37 | 1.32 |
| Manager | Kush Sonigara | Puneet Pal |
| ISIN Code | INF174V01150 | INF223J01FB7 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Month | 0.2% | 0.09% |
| 6 Month | 2.94% | 1.97% |
| 1 Year | 7.39% | 6.09% |
| 3 Year | 9.95% | 7.06% |
| 5 Year | 9.16% | 7.02% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 1.23% | 0.78% |
| 1 Year | 7.91% | 4.98% |
| 3 Year | 8.45% | 6.4% |
| 5 Year | 8.6% | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 6.97% | 7.24% |
| 3 Year | 10.13% | 7.29% |
| 5 Year | 10.5% | 7.59% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 5.82% | 2.06% |
| Sharp | 0.82% | 0.58% |
| Beta | 1.09% | 0.5% |
| Alpha | -0.46% | -0.78% |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Name | Kush Sonigara | Puneet Pal |
| Total AUM | ₹889 Cr | ₹20950 Cr |
| Funds Managed | 3 | 19 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 39.76 | 34.37 |
| Large Cap | 45.23 | 57.96 |
| Small Cap | 7.35 | 0.5 |
| Mid Cap | 7.65 | 7.18 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 28.46 | 24.49 |
| Energy | 5.4 | 9.74 |
| Technology | 2.99 | 2.09 |
| Basic Materials | 10.52 | 20.5 |
| Industrials | 6.39 | 7.56 |
| Financial Services | 23.33 | 23.11 |
| Consumer Defensive | 1.68 | 1.16 |
| Real Estate | 5.95 | - |
| Healthcare | 4.7 | 1.55 |
| Consumer Cyclical | 7.32 | 7.7 |
| Utilities | 1.62 | - |
| Communication Services | 1.63 | 2.11 |
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