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Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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PGIM India Equity Savings Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	-0.43%	0.19%
6 Month	5.21%	4.07%
1 Year	3.74%	5.75%
3 Year	9.18%	7.04%
5 Year	11.5%	8.86%

SIP Return Analysis

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	PGIM India Equity Savings Fund - Growth Option
6 Month	2.12%	1.62%
1 Year	4.38%	5.59%
3 Year	8.48%	6.99%
5 Year	8.77%	6.96%

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	5.07%	2.17%
Sharp	0.62%	0.26%
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	33.55	40.19
Large Cap	51.78	53.16
Small Cap	6.78	0.45
Mid Cap	7.89	6.21

Sector Allocation

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	PGIM India Equity Savings Fund - Growth Option
Others	21.04	31.84
Energy	5.21	8.7
Technology	5.87	1.78
Industrials	6.17	6.75
Financial Services	22.4	22.61
Consumer Defensive	3.68	1.08
Basic Materials	12.03	18.06
Real Estate	8.37	-
Healthcare	4.74	1.45
Consumer Cyclical	7.54	5.95
Utilities	1.87	-
Communication Services	1.06	1.76

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