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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) | ₹571 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 | 0.83% | 0.74% |
| 6 Month | 4.46% | 4.65% |
| 1 Year | 3.77% | 5.97% |
| 3 Year | 10.95% | 10.76% |
| 5 Year | 12.27% | 10.66% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 3.61% | 2.86% |
| 1 Year | 6.72% | 7.9% |
| 3 Year | 9.6% | 10.43% |
| 5 Year | 9.53% | 9.6% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.62% | 7.11% |
| 3 Year | 10.24% | 7.08% |
| 5 Year | 9.93% | 6.92% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 5.21% | 3.74% |
| Sharp | 0.84% | 1.09% |
| Beta | - | - |
| Alpha | - | - |
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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 | 29.07 | 33.5 |
| Large Cap | 56.78 | 58.62 |
| Small Cap | 6.59 | 0.82 |
| Mid Cap | 7.57 | 7.06 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 20.91 | 32.9 |
| Energy | 6.27 | 4.5 |
| Technology | 5.49 | 5.07 |
| Industrials | 6.07 | 10.71 |
| Financial Services | 23.02 | 22.14 |
| Consumer Defensive | 3.77 | 4.6 |
| Basic Materials | 11.45 | 4.4 |
| Real Estate | 8.16 | - |
| Healthcare | 4.66 | 3.64 |
| Consumer Cyclical | 7.37 | 1.56 |
| Utilities | 1.86 | 4.54 |
| Communication Services | 0.98 | 5.93 |
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