- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.96% | 0.64% |
| 6 Month | 6.02% | 3.22% |
| 1 Year | 6.4% | 5.96% |
| 3 Year | 9.63% | 7.11% |
| 5 Year | 10.77% | 8.06% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 2.5% | 1.16% |
| 1 Year | 9.82% | 6.07% |
| 3 Year | 9.31% | 6.85% |
| 5 Year | 9.06% | 6.74% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 6.98% | 7.28% |
| 3 Year | 10.18% | 7.31% |
| 5 Year | 10.56% | 7.59% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 4.94% | 2.15% |
| Sharp | 0.58% | 0.16% |
| 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 | 38.2 | 38.43 |
| Large Cap | 46.49 | 54.54 |
| Small Cap | 7.24 | 0.44 |
| Mid Cap | 8.07 | 6.58 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 25.78 | 28.66 |
| Energy | 5.06 | 8.82 |
| Technology | 3 | 1.75 |
| Industrials | 5.49 | 7.06 |
| Financial Services | 23.15 | 23.87 |
| Consumer Defensive | 2.36 | 1.02 |
| Basic Materials | 11.08 | 19 |
| Real Estate | 7.9 | - |
| Healthcare | 4.52 | 1.38 |
| Consumer Cyclical | 8.71 | 6.65 |
| Utilities | 1.85 | - |
| Communication Services | 1.1 | 1.79 |
Top Comparisons
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns16.36%
Kotak Multi Asset Omni FOF - Growth
3Y Returns19.28%
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.11%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.54%
Kotak Large Cap Fund - Growth
3Y Returns15.08%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns16.28%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns22.71%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns21.23%
