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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) | ₹551 Cr | ₹277 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 | 0.04% | 0.28% |
| 6 Month | 3.29% | 2.43% |
| 1 Year | 7% | 6.67% |
| 3 Year | 9.96% | 10.09% |
| 5 Year | 9.57% | 8.78% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.07% | 1.65% |
| 1 Year | 9.24% | 7.05% |
| 3 Year | 9.01% | 9.06% |
| 5 Year | 8.97% | 8.9% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 6.94% | 7.01% |
| 3 Year | 10.14% | 7.16% |
| 5 Year | 10.54% | 6.97% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 5.82% | 3.99% |
| Sharp | 0.74% | 1.04% |
| Beta | 1.09% | 0.81% |
| Alpha | -0.49% | 0.6% |
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 | 37.27 | 32.38 |
| Large Cap | 47.62 | 60.4 |
| Small Cap | 7.42 | 0.82 |
| Mid Cap | 7.69 | 6.41 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 24.59 | 31.5 |
| Energy | 5.56 | 4.75 |
| Technology | 2.85 | 3.78 |
| Basic Materials | 11.03 | 4.27 |
| Industrials | 5.81 | 10.48 |
| Financial Services | 24.47 | 23.89 |
| Consumer Defensive | 2.32 | 4.69 |
| Real Estate | 6.99 | - |
| Healthcare | 5.07 | 3.98 |
| Consumer Cyclical | 7.73 | 1.62 |
| Utilities | 1.85 | 4.65 |
| Communication Services | 1.72 | 6.39 |
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