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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) | ₹571 Cr | ₹73 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 | -0.78% | -0.13% |
| 6 Month | 3.66% | 3.72% |
| 1 Year | 2.24% | 5.45% |
| 3 Year | 9.62% | 7.17% |
| 5 Year | 11.54% | 8.96% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 2.87% | 1.92% |
| 1 Year | 6.34% | 6.4% |
| 3 Year | 9.53% | 7.39% |
| 5 Year | 9.52% | 7.31% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 7.33% | 7.35% |
| 3 Year | 10.29% | 7.32% |
| 5 Year | 10.34% | 7.55% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 5.21% | 2.18% |
| Sharp | 0.84% | 0.46% |
| Beta | - | - |
| Alpha | - | - |
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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 | 33.55 | 38.17 |
| Large Cap | 51.78 | 55.1 |
| Small Cap | 6.78 | 0.42 |
| Mid Cap | 7.89 | 6.31 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 21.04 | 29.31 |
| Energy | 5.21 | 9.81 |
| Technology | 5.87 | 1.95 |
| Industrials | 6.17 | 7.15 |
| Financial Services | 22.4 | 23.28 |
| Consumer Defensive | 3.68 | 1.02 |
| Basic Materials | 12.03 | 17.97 |
| Real Estate | 8.37 | - |
| Healthcare | 4.74 | 1.41 |
| Consumer Cyclical | 7.54 | 6.24 |
| Utilities | 1.87 | - |
| Communication Services | 1.06 | 1.85 |
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