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Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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Tata Equity Savings Fund -Regular Plan-Growth Option

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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	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)	₹558 Cr	₹270 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	0.92%	0.69%
6 Month	5.21%	3.08%
1 Year	5.84%	6.11%
3 Year	9.5%	9.78%
5 Year	11.02%	9.54%

SIP Return Analysis

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	2.5%	1.34%
1 Year	9.82%	6.89%
3 Year	9.31%	9.21%
5 Year	9.06%	8.87%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year	7.16%	7.06%
3 Year	10.23%	7.13%
5 Year	10.46%	6.95%

Risk Management

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	4.94%	3.55%
Sharp	0.58%	0.83%
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	38.2	35.11
Large Cap	46.49	58.04
Small Cap	7.24	0.77
Mid Cap	8.07	6.07

Sector Allocation

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	25.78	34.33
Energy	5.06	4.39
Technology	3	3.51
Industrials	5.49	9.91
Financial Services	23.15	22.66
Consumer Defensive	2.36	4.81
Basic Materials	11.08	4.32
Real Estate	7.9	-
Healthcare	4.52	3.82
Consumer Cyclical	8.71	1.62
Utilities	1.85	4.74
Communication Services	1.1	5.89

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