Aditya Birla Sun Life Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare

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tortoise-icon Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

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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 Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Fund Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹572 Cr ₹647 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Feb 2017 28 Nov 2014
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 353% 378%
Expense Ratio 2.35 1.12
Manager Kush Sonigara Pranav Gupta
ISIN Code INF174V01150 INF209KA1TS3
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 Aditya Birla Sun Life 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 Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month 0.59% 0.92%
6 Month 2.34% 3.1%
1 Year 9.03% 8.61%
3 Year 8.52% 6.41%
5 Year 10.88% 8.43%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 6.22% 7.26%
3 Year 10.54% 8.82%
5 Year 11.14% 8.71%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year 7.96% 8.27%
3 Year 10.53% 7.62%
5 Year 9.04% 7.18%

Risk Management

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Standard Deviation 5.82% 4.8%
Sharp 0.62% -0.11%
Beta 1.08% 0.87%
Alpha 0.2% -2.26%

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Fund Managers

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Name Kush Sonigara Pranav Gupta
Total AUM ₹889 Cr ₹10003 Cr
Fund Manage 3 9
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Others 31.5 -22.46
Small Cap 9.65 7.36
Large Cap 54.93 52.8
Mid Cap 3.92 11.54

Sector Allocation

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Others 31.5 -22.46
Cement & Cement Products 7.58 2.31
Petroleum Products 3.92 5.47
IT - Software 5.66 2.3
Personal Products 0.52 0.13
Construction 2.78 1.47
Finance 4.25 5.39
Diversified FMCG 4.37 4.43
Non - Ferrous Metals 1.33 0.19
Banks 12.53 16.31
Agricultural, Commercial & Construction Vehicles 0.36 0.06
Pharmaceuticals & Biotechnology 3.74 1.75
Ferrous Metals 1.88 0.24
Industrial Manufacturing 0.45 -
Realty 2.78 6.08
Automobiles 2.77 4.58
Industrial Products 1.94 -
Insurance 0.98 0.75
Chemicals & Petrochemicals 0.33 0.08
Gas 1.13 2.46
Fertilizers & Agrochemicals 0.6 0.06
Consumer Durables 1.13 1.61
Agricultural Food & other Products 1.18 0.09
Textiles & Apparels 0.61 -
Oil 0.28 0.1
Auto Components 1.57 0.07
Power 1.89 2.33
Consumable Fuels 0.92 0.1
Household Products 0.37 -
Retailing 0.65 0.89
Electrical Equipment - 0.42
Capital Markets - 0.43
Aerospace & Defense - 0.93
Beverages - 0.11
Diversified Metals - 0.06
Food Products - 0.15
Leisure Services - 0.02
Telecom - Services - 2.65
Healthcare Services - 0.07
Transport Services - 0.47
Transport Infrastructure - 7.14

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