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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) | ₹552 Cr | ₹268 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 | -0.43% | 0.03% |
| 6 Month | 5.21% | 4.86% |
| 1 Year | 3.74% | 6.17% |
| 3 Year | 9.18% | 9.54% |
| 5 Year | 11.5% | 10.1% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.78% | 1.78% |
| 1 Year | 4.78% | 6.54% |
| 3 Year | 8.62% | 9.77% |
| 5 Year | 8.85% | 9.19% |
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 | 5.07% | 3.66% |
| Sharp | 0.62% | 0.84% |
| 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 | 33.55 | 34.53 |
| Large Cap | 51.78 | 58.7 |
| Small Cap | 6.78 | 0.92 |
| Mid Cap | 7.89 | 5.84 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 21.04 | 33.7 |
| Energy | 5.21 | 5.48 |
| Technology | 5.87 | 4.28 |
| Industrials | 6.17 | 9.91 |
| Financial Services | 22.4 | 22.05 |
| Consumer Defensive | 3.68 | 4.45 |
| Basic Materials | 12.03 | 4.38 |
| Real Estate | 8.37 | - |
| Healthcare | 4.74 | 3.23 |
| Consumer Cyclical | 7.54 | 1.45 |
| Utilities | 1.87 | 4.7 |
| Communication Services | 1.06 | 6.35 |
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