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 | 1.52% | 1.84% |
6 Month | 3.22% | 3.74% |
1 Year | 4.55% | 7.16% |
3 Year | 11.18% | 13.17% |
5 Year | 12.39% | 12.87% |
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% | 5.29% |
Sharp | 0.84% | 1.15% |
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 | 10.52 |
Large Cap | 56.78 | 39.14 |
Small Cap | 6.59 | 16.53 |
Mid Cap | 7.57 | 10.17 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 20.91 | 3.25 |
Energy | 6.27 | - |
Technology | 5.49 | - |
Industrials | 6.07 | - |
Financial Services | 23.02 | - |
Consumer Defensive | 3.77 | - |
Basic Materials | 11.45 | - |
Real Estate | 8.16 | - |
Healthcare | 4.66 | - |
Consumer Cyclical | 7.37 | - |
Utilities | 1.86 | - |
Communication Services | 0.98 | - |
Petroleum Products | - | 5.95 |
IT - Software | - | 1.18 |
Pharmaceuticals & Biotechnology | - | 0.17 |
Cement & Cement Products | - | 2.1 |
Construction | - | 3.36 |
Ferrous Metals | - | 0.57 |
Finance | - | 3.49 |
Capital Markets | - | 1.04 |
Banks | - | 20.24 |
Retailing | - | 0.52 |
Non - Ferrous Metals | - | 1.3 |
Realty | - | 4.32 |
Leisure Services | - | 3.1 |
Consumer Durables | - | 2.68 |
Aerospace & Defense | - | 0.52 |
Fertilizers & Agrochemicals | - | 1.05 |
Chemicals & Petrochemicals | - | 1.26 |
Transport Infrastructure | - | 4.49 |
Automobiles | - | 1.86 |
Telecom - Services | - | 1.49 |
Insurance | - | 0.08 |
Gas | - | 0.05 |
Transport Services | - | 1.07 |
Industrial Products | - | 1.34 |
Oil | - | 0.05 |
Power | - | 1.54 |
Electrical Equipment | - | 0.16 |
Personal Products | - | 0.9 |
Textiles & Apparels | - | 2.33 |
Auto Components | - | 3.28 |
Metals & Minerals Trading | - | 0.1 |
Consumable Fuels | - | 0.02 |
Minerals & Mining | - | 0.1 |
Beverages | - | 0.16 |
Healthcare Services | - | 1.24 |
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