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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 | Moderate |
| 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 | 2.57% | 1.63% |
| 6 Month | -2.55% | 0.76% |
| 1 Year | 4.62% | 6.92% |
| 3 Year | 7.77% | 6.91% |
| 5 Year | 14.49% | 11.48% |
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 | -0.37% | 1.33% |
| 1 Year | 0.28% | 4.93% |
| 3 Year | 8.75% | 8.55% |
| 5 Year | 9.54% | 8.16% |
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 | 5.693% | 4.8% |
| Sharp | 0.259% | 0.11% |
| Beta | - | 0.82% |
| Alpha | - | -1.04% |
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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 |
| Funds Managed | 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 | 33.12 | 32.14 |
| Large Cap | 50.52 | 49.71 |
| Small Cap | 8.01 | 4.78 |
| Mid Cap | 8.35 | 13.37 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.02 | 27.48 |
| Energy | 5.14 | 6.6 |
| Technology | 6.33 | 3.55 |
| Industrials | 6.44 | 8.64 |
| Consumer Defensive | 6.14 | 3.6 |
| Financial Services | 18.32 | 26.94 |
| Basic Materials | 10.94 | 2.71 |
| Healthcare | 3.85 | 2.58 |
| Consumer Cyclical | 6.87 | 5.72 |
| Utilities | 2.61 | 3.94 |
| Communication Services | 0.35 | 2.74 |
| Real Estate | - | 5.5 |
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