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) | ₹564 Cr | ₹968 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 | 1.53% | 1.64% |
6 Month | -0.24% | 0.05% |
1 Year | 6.18% | 8.47% |
3 Year | 8.09% | 9.45% |
5 Year | 13.79% | 12.24% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.87% | 1.18% |
1 Year | 1.71% | 3.32% |
3 Year | 8.96% | 10.09% |
5 Year | 9.49% | 9.58% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.08% | 8.85% |
3 Year | 10.34% | 8.69% |
5 Year | 9.22% | 8.9% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.693% | 5.953% |
Sharp | 0.259% | 0.249% |
Beta | - | - |
Alpha | - | - |
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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 | 33.12 | 31.59 |
Large Cap | 50.52 | 54.98 |
Small Cap | 8.01 | 6.67 |
Mid Cap | 8.35 | 6.77 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.02 | 30.3 |
Energy | 5.14 | 9.33 |
Technology | 6.33 | 6.7 |
Industrials | 6.44 | 6.57 |
Consumer Defensive | 6.14 | 3.73 |
Financial Services | 18.32 | 21.62 |
Basic Materials | 10.94 | 6.07 |
Healthcare | 3.85 | 5.21 |
Consumer Cyclical | 6.87 | 5.6 |
Utilities | 2.61 | 1.53 |
Communication Services | 0.35 | 2.59 |
Real Estate | - | 0.76 |
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