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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) | ₹570 Cr | ₹5431 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 | 1% | 1.09% |
| 6 Month | 3.61% | 4.09% |
| 1 Year | 4.41% | 7.09% |
| 3 Year | 10.96% | 12.79% |
| 5 Year | 12.2% | 12.65% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.23% | 5.8% |
| 1 Year | 7.61% | 10.89% |
| 3 Year | 9.88% | 12.13% |
| 5 Year | 9.73% | 11.25% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.62% | 9.05% |
| 3 Year | 10.24% | 9.13% |
| 5 Year | 9.93% | 8.74% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.21% | 4.73% |
| Sharp | 0.84% | 0.94% |
| Beta | - | 0.91% |
| Alpha | - | 1.22% |
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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 | 29.07 | 34.14 |
| Large Cap | 56.78 | 39.15 |
| Small Cap | 6.59 | 16.52 |
| Mid Cap | 7.57 | 10.19 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.91 | 27.95 |
| Energy | 6.27 | 6.12 |
| Technology | 5.49 | 1.19 |
| Industrials | 6.07 | 7.92 |
| Financial Services | 23.02 | 24.88 |
| Consumer Defensive | 3.77 | 1.06 |
| Basic Materials | 11.45 | 7.64 |
| Real Estate | 8.16 | 6.3 |
| Healthcare | 4.66 | 2.31 |
| Consumer Cyclical | 7.37 | 11.55 |
| Utilities | 1.86 | 1.59 |
| Communication Services | 0.98 | 1.49 |
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