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 Moderately High Low to Moderate
Asset Size (Cr) ₹502 Cr ₹542 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
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

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 -1.91% -0.77%
6 Month 3.35% 3.49%
1 Year 11.9% 9.56%
3 Year 7.46% 5.35%
5 Year 10.84% 8.23%

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 8.92% 8.31%
3 Year 11.06% 8.82%
5 Year 11.49% 8.73%

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% -0.16%
Beta 1.08% 0.87%
Alpha 0.2% -2.22%

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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 33.08 -20.86
Large Cap 55.65 48.12
Mid Cap 4.46 15.43
Small Cap 6.81 4.73

Sector Allocation

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

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