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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) | ₹564 Cr | ₹5705 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 | 1.42 |
| 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 | 1.23% | 2.16% |
| 6 Month | 0.48% | 0.9% |
| 1 Year | 5.03% | 7.31% |
| 3 Year | 8.56% | 10.18% |
| 5 Year | 12.81% | 12.89% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.56% | 2.03% |
| 1 Year | 2.45% | 4.53% |
| 3 Year | 9.27% | 10.95% |
| 5 Year | 9.63% | 10.69% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.08% | 9.28% |
| 3 Year | 10.34% | 9.03% |
| 5 Year | 9.22% | 8.69% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.693% | 4.73% |
| Sharp | 0.259% | 0.33% |
| Beta | - | 0.91% |
| Alpha | - | 0.71% |
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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 | 33.12 | 34.27 |
| Large Cap | 50.52 | 42.02 |
| Small Cap | 8.01 | 16.55 |
| Mid Cap | 8.35 | 7.16 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.02 | 33.39 |
| Energy | 5.14 | 4.29 |
| Technology | 6.33 | 1.6 |
| Industrials | 6.44 | 6.66 |
| Consumer Defensive | 6.14 | 0.13 |
| Financial Services | 18.32 | 27.03 |
| Basic Materials | 10.94 | 7.46 |
| Healthcare | 3.85 | 3.39 |
| Consumer Cyclical | 6.87 | 12.41 |
| Utilities | 2.61 | 1.36 |
| Communication Services | 0.35 | 1.48 |
| Real Estate | - | 0.8 |
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