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SBI Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare

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tortoise-icon Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

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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 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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