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Axis Equity Saver Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹567 Cr | ₹927 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Feb 2017 | 14 Aug 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 353% | 34.8% |
| Expense Ratio | 2.37 | 2.26 |
| Manager | Kush Sonigara | Hardik Shah |
| ISIN Code | INF174V01150 | INF846K01VO3 |
| 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 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.79% | -1.06% |
| 6 Month | 2.26% | 1.72% |
| 1 Year | 6.29% | 5.1% |
| 3 Year | 9.67% | 9.88% |
| 5 Year | 8.84% | 8.16% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.23% | 0.74% |
| 1 Year | 7.91% | 6.1% |
| 3 Year | 8.45% | 8.25% |
| 5 Year | 8.6% | 8.39% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.97% | 8.33% |
| 3 Year | 10.13% | 8.84% |
| 5 Year | 10.5% | 9.1% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.82% | 5.7% |
| Sharp | 0.82% | 0.86% |
| Beta | 1.09% | 1.13% |
| Alpha | -0.46% | -0.34% |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Kush Sonigara | Hardik Shah |
| Total AUM | ₹889 Cr | ₹0 Cr |
| Funds Managed | 3 | 12 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 39.76 | 30.97 |
| Large Cap | 45.23 | 56.16 |
| Small Cap | 7.35 | 6.16 |
| Mid Cap | 7.65 | 6.71 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.46 | 27.51 |
| Energy | 5.4 | 10.31 |
| Technology | 2.99 | 3.21 |
| Basic Materials | 10.52 | 5.21 |
| Industrials | 6.39 | 6.86 |
| Financial Services | 23.33 | 25.47 |
| Consumer Defensive | 1.68 | 2.29 |
| Real Estate | 5.95 | 1.27 |
| Healthcare | 4.7 | 6.5 |
| Consumer Cyclical | 7.32 | 7.67 |
| Utilities | 1.62 | 0.66 |
| Communication Services | 1.63 | 3.04 |
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