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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 | 0.36% | 0.39% |
| 6 Month | 4.1% | 2.88% |
| 1 Year | 5.71% | 5.69% |
| 3 Year | 9.66% | 9.71% |
| 5 Year | 10.1% | 9% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.34% | 1.61% |
| 1 Year | 10.37% | 7.53% |
| 3 Year | 9.28% | 9.2% |
| 5 Year | 9.02% | 8.88% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 6.99% | 7.02% |
| 3 Year | 10.15% | 7.15% |
| 5 Year | 10.59% | 6.97% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.93% | 3.52% |
| Sharp | 0.56% | 0.79% |
| 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 | 36.81 | 32.38 |
| Large Cap | 47.61 | 60.4 |
| Small Cap | 7.58 | 0.82 |
| Mid Cap | 8 | 6.41 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 23.93 | 31.5 |
| Energy | 5.6 | 4.75 |
| Technology | 2.74 | 3.78 |
| Basic Materials | 11.55 | 4.27 |
| Industrials | 5.9 | 10.48 |
| Financial Services | 24.09 | 23.89 |
| Consumer Defensive | 2.39 | 4.69 |
| Real Estate | 7.17 | - |
| Healthcare | 5.02 | 3.98 |
| Consumer Cyclical | 7.93 | 1.62 |
| Utilities | 1.95 | 4.65 |
| Communication Services | 1.74 | 6.39 |
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