- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 Risk | Moderate Risk |
| Asset Size (Cr) | ₹564 Cr | ₹650 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 | 2.37 | 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 | -1.23% | 0.1% |
| 6 Month | -2.59% | 1.16% |
| 1 Year | 4.32% | 7.22% |
| 3 Year | 7.95% | 6.77% |
| 5 Year | 10.08% | 7.69% |
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 | -0.16% | 4.62% |
| 3 Year | 8.33% | 8.18% |
| 5 Year | 9.66% | 8.2% |
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 | 8.08% | 8.3% |
| 3 Year | 10.34% | 7.54% |
| 5 Year | 9.22% | 7.67% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.724% | 4.8% |
| Sharp | 0.264% | -0.08% |
| Beta | - | 0.87% |
| Alpha | - | -2.08% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns14.53%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns14.71%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns6.21%
HSBC Low Duration Fund - Regular Growth
3Y Returns6.31%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns10.76%
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns11.96%
ICICI Prudential Silver ETF Fund of Fund - Growth
3Y Returns13.32%
HDFC Silver ETF Fund of Fund - Growth Option
3Y Returns0%
