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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) | ₹558 Cr | ₹71 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 | 1.41% | 0.33% |
| 6 Month | 7.16% | 3.89% |
| 1 Year | 4.21% | 5.22% |
| 3 Year | 10.29% | 7.32% |
| 5 Year | 11.23% | 8.32% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 2.39% | 1.14% |
| 1 Year | 9.39% | 6.21% |
| 3 Year | 9.38% | 6.94% |
| 5 Year | 9.16% | 6.84% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 7.16% | 7.32% |
| 3 Year | 10.23% | 7.31% |
| 5 Year | 10.46% | 7.57% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 4.98% | 2.16% |
| Sharp | 0.60% | 0.17% |
| Beta | - | - |
| Alpha | - | - |
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 | 36.08 | 40.82 |
| Large Cap | 48.96 | 52.62 |
| Small Cap | 7.4 | 0.44 |
| Mid Cap | 7.57 | 6.12 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 23.04 | 32.41 |
| Energy | 4.94 | 8.6 |
| Technology | 5.26 | 1.83 |
| Industrials | 5.49 | 6.62 |
| Financial Services | 21.08 | 22.17 |
| Consumer Defensive | 3.24 | 1.04 |
| Basic Materials | 12.15 | 17.65 |
| Real Estate | 8.98 | - |
| Healthcare | 4.68 | 1.39 |
| Consumer Cyclical | 8.15 | 6.52 |
| Utilities | 1.84 | - |
| Communication Services | 1.13 | 1.76 |
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