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SBI Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹551 Cr | ₹5997 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2017 | 27 May 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 353% | 39% |
| Expense Ratio | 2.37 | 1.43 |
| Manager | Kush Sonigara | Pradeep Kesavan |
| ISIN Code | INF174V01150 | INF200KA1DA4 |
| 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 | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.04% | -0.29% |
| 6 Month | 3.29% | 1.18% |
| 1 Year | 7% | 4.96% |
| 3 Year | 9.96% | 11.39% |
| 5 Year | 9.57% | 9.68% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.07% | 1.26% |
| 1 Year | 9.24% | 7.38% |
| 3 Year | 9.01% | 9.13% |
| 5 Year | 8.97% | 9.51% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.94% | 8.64% |
| 3 Year | 10.14% | 9.43% |
| 5 Year | 10.54% | 8.89% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.82% | 4.73% |
| Sharp | 0.74% | 0.99% |
| Beta | 1.09% | 0.94% |
| Alpha | -0.49% | 1.68% |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Kush Sonigara | Pradeep Kesavan |
| Total AUM | ₹889 Cr | ₹434274 Cr |
| Funds Managed | 3 | 43 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 37.27 | 33.84 |
| Large Cap | 47.62 | 44.55 |
| Small Cap | 7.42 | 10.91 |
| Mid Cap | 7.69 | 10.7 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.59 | 26.94 |
| Energy | 5.56 | 5.73 |
| Technology | 2.85 | 1.96 |
| Basic Materials | 11.03 | 11.42 |
| Industrials | 5.81 | 6.38 |
| Financial Services | 24.47 | 24.9 |
| Consumer Defensive | 2.32 | 2.39 |
| Real Estate | 6.99 | 4.82 |
| Healthcare | 5.07 | 2.44 |
| Consumer Cyclical | 7.73 | 10.94 |
| Utilities | 1.85 | 0.95 |
| Communication Services | 1.72 | 1.11 |
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