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) | ₹544 Cr | ₹924 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 | 0.44% | 0.49% |
| 6 Month | 4.24% | 3.7% |
| 1 Year | 7.72% | 6.67% |
| 3 Year | 9.87% | 10.12% |
| 5 Year | 10.66% | 9.54% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.63% | 2.28% |
| 1 Year | 10.34% | 8.73% |
| 3 Year | 9.5% | 9.59% |
| 5 Year | 9.17% | 9.05% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.98% | 8.42% |
| 3 Year | 10.18% | 8.8% |
| 5 Year | 10.56% | 9.12% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.94% | 5.09% |
| Sharp | 0.58% | 0.61% |
| Beta | - | - |
| Alpha | - | - |
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 | 36.81 | 30.43 |
| Large Cap | 47.61 | 53.63 |
| Small Cap | 7.58 | 8.05 |
| Mid Cap | 8 | 7.88 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.93 | 27.59 |
| Energy | 5.6 | 9.81 |
| Technology | 2.74 | 3.58 |
| Basic Materials | 11.55 | 5.9 |
| Industrials | 5.9 | 7.45 |
| Financial Services | 24.09 | 23.77 |
| Consumer Defensive | 2.39 | 2.55 |
| Real Estate | 7.17 | 1.3 |
| Healthcare | 5.02 | 6.51 |
| Consumer Cyclical | 7.93 | 7.57 |
| Utilities | 1.95 | 1.06 |
| Communication Services | 1.74 | 2.91 |
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