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

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	Moderately High	Low to Moderate
Asset Size (Cr)	₹502 Cr	₹542 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	05 Feb 2017	10 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	2.39	1.11
Manager	Kush Sonigara	Pranav Gupta
ISIN Code	INF174V01150	INF209KA1TS3
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days./365	Exit load of 0.25%, if redeemed within 7 days./365

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month	0.56%	1.32%
6 Month	7.57%	6.18%
1 Year	17.21%	10.82%
3 Year	9.81%	5.85%
5 Year	12.37%	9.66%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	6.81%	5.13%
3 Year	17.58%	13.09%
5 Year	34.12%	24.63%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year	12.02%	8.96%
3 Year	27.51%	19.63%
5 Year	36.53%	25.67%

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%	0.09%
Beta	1.08%	0.88%
Alpha	0.2%	-2.46%

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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

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	33.08	-20.86
Large Cap	55.65	48.12
Small Cap	6.81	4.73
Mid Cap	4.46	15.43

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	29.68	-21.6
Cement & Cement Products	9.67	2.84
Petroleum Products	4.05	4.84
Finance	4.8	7.61
Banks	12.62	15.23
Diversified FMCG	4.5	2.08
Realty	2.53	3.15
Pharmaceuticals & Biotechnology	3.45	1.91
IT - Software	5.45	2.86
Power	2.07	1.7
Ferrous Metals	2.45	0.27
Non - Ferrous Metals	1.53	0.2
Construction	1.28	1.22
Consumable Fuels	1.1	0.13
Gas	1.08	3.21
Agricultural Food & other Products	1.47	0.37
Auto Components	1.76	0.08
Automobiles	1.59	1.74
Consumer Durables	1.31	2.79
Retailing	0.72	0.87
Insurance	0.7	0.82
Textiles & Apparels	0.69	-
Fertilizers & Agrochemicals	0.66	0.07
Personal Products	0.66	0.17
Industrial Products	1.03	-
Agricultural, Commercial & Construction Vehicles	0.54	-
Telecom - Services	0.52	0.89
Industrial Manufacturing	0.49	-
Capital Markets	0.48	0.45
IT - Services	0.39	-
Chemicals & Petrochemicals	0.38	0.53
Household Products	0.35	-
Transport Infrastructure	-	9.51
Aerospace & Defense	-	1.16
Agricultural Commercial & Construction Vehicles	-	0.63
Transport Services	-	0.57
Electrical Equipment	-	0.54
Oil	-	0.14
Food Products	-	0.16
Beverages	-	0.12
Healthcare Services	-	0.07
Diversified Metals	-	0.06
Leisure Services	-	0.03