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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) | ₹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 | 1.4% | 1.12% |
| 6 Month | 5.65% | 3.2% |
| 1 Year | 6.16% | 6.34% |
| 3 Year | 9.65% | 9.81% |
| 5 Year | 11.61% | 9.94% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.43% | 0.42% |
| 1 Year | 7.36% | 4.88% |
| 3 Year | 8.5% | 8.56% |
| 5 Year | 8.67% | 8.53% |
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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