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Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹547 Cr | ₹266 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2017 | 18 Aug 2003 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 353% | 59.93% |
| Expense Ratio | 2.37 | 1.13 |
| Manager | Kush Sonigara | Sailesh Jain |
| ISIN Code | INF174V01150 | INF277K01907 |
| 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 | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 2.06% | 0.73% |
| 6 Month | 7.71% | 5.49% |
| 1 Year | 3.47% | 5.41% |
| 3 Year | 9.59% | 9.95% |
| 5 Year | 11.45% | 10% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.08% | 1.49% |
| 1 Year | 7.04% | 6.82% |
| 3 Year | 8.95% | 9.63% |
| 5 Year | 8.95% | 9.08% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.33% | 7.1% |
| 3 Year | 10.29% | 7.1% |
| 5 Year | 10.34% | 6.94% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 5.04% | 3.69% |
| Sharp | 0.44% | 0.72% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Kush Sonigara | Sailesh Jain |
| Total AUM | ₹889 Cr | ₹17041 Cr |
| Funds Managed | 3 | 7 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 36.08 | 35.76 |
| Large Cap | 48.96 | 58.08 |
| Small Cap | 7.4 | 0.76 |
| Mid Cap | 7.57 | 5.4 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 23.04 | 35 |
| Energy | 4.94 | 4.44 |
| Technology | 5.26 | 3.75 |
| Industrials | 5.49 | 9.72 |
| Financial Services | 21.08 | 22.29 |
| Consumer Defensive | 3.24 | 5.16 |
| Basic Materials | 12.15 | 4.36 |
| Real Estate | 8.98 | - |
| Healthcare | 4.68 | 2.98 |
| Consumer Cyclical | 8.15 | 1.63 |
| Utilities | 1.84 | 4.64 |
| Communication Services | 1.13 | 6.02 |
Top Comparisons
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns16.41%
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3Y Returns11.98%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.59%
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3Y Returns11.3%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
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SBI Contra Fund Regular Plan Growth
3Y Returns20.2%
