UTI Conservative Hybrid Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹564 Cr | ₹650 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Feb 2017 | 30 Aug 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
Turn Over | 353% | 387% |
Expense Ratio | 2.37 | 1.64 |
Manager | Kush Sonigara | V Srivatsa |
ISIN Code | INF174V01150 | INF789F1A744 |
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 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.08% | 0.42% |
6 Month | 1.22% | 2.47% |
1 Year | 5.18% | 6.54% |
3 Year | 10.84% | 12.24% |
5 Year | 12.98% | 12.77% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.49% | 2.93% |
1 Year | 5.53% | 6.51% |
3 Year | 9.52% | 10.48% |
5 Year | 9.54% | 10.65% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.62% | 10.08% |
3 Year | 10.24% | 10.5% |
5 Year | 9.93% | 10.87% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.693% | 4.5% |
Sharp | 0.259% | 1.12% |
Beta | - | 0.94% |
Alpha | - | 1% |
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Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Kush Sonigara | V Srivatsa |
Total AUM | ₹889 Cr | ₹7921 Cr |
Funds Managed | 3 | 3 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.12 | 31.68 |
Large Cap | 50.52 | 29.9 |
Small Cap | 8.01 | - |
Mid Cap | 8.35 | 1.01 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.02 | 31.68 |
Energy | 5.14 | - |
Technology | 6.33 | - |
Industrials | 6.44 | - |
Consumer Defensive | 6.14 | - |
Financial Services | 18.32 | - |
Basic Materials | 10.94 | - |
Healthcare | 3.85 | - |
Consumer Cyclical | 6.87 | - |
Utilities | 2.61 | - |
Communication Services | 0.35 | - |
Telecom - Services | - | 1.73 |
Petroleum Products | - | 1.51 |
IT - Software | - | 2.73 |
Personal Products | - | 0 |
Construction | - | 0.44 |
Ferrous Metals | - | 0 |
Diversified FMCG | - | 1.22 |
Non - Ferrous Metals | - | 0.23 |
Banks | - | 7.36 |
Cement & Cement Products | - | 1.51 |
Pharmaceuticals & Biotechnology | - | 1.89 |
Automobiles | - | 4.15 |
Insurance | - | 0.65 |
Diversified Metals | - | 0.91 |
Oil | - | 0.86 |
Realty | - | 0.3 |
Finance | - | 1.45 |
Consumable Fuels | - | 0.66 |
Minerals & Mining | - | 0 |
Transport Services | - | 1.41 |
Power | - | 1.9 |
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