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) | ₹558 Cr | ₹936 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 | 1.11% | 0.89% |
| 6 Month | 6.27% | 4.87% |
| 1 Year | 5.2% | 4.29% |
| 3 Year | 10.09% | 10.36% |
| 5 Year | 11.43% | 10.44% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.51% | 2.09% |
| 1 Year | 9.74% | 8.09% |
| 3 Year | 9.57% | 9.68% |
| 5 Year | 9.31% | 9.13% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.16% | 8.52% |
| 3 Year | 10.23% | 8.78% |
| 5 Year | 10.46% | 9.07% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.98% | 5.09% |
| Sharp | 0.60% | 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 | 38.2 | 34.21 |
| Large Cap | 46.49 | 53.1 |
| Small Cap | 7.24 | 5.98 |
| Mid Cap | 8.07 | 6.72 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.78 | 31.66 |
| Energy | 5.06 | 8.86 |
| Technology | 3 | 4.49 |
| Industrials | 5.49 | 6.86 |
| Financial Services | 23.15 | 22.39 |
| Consumer Defensive | 2.36 | 2.95 |
| Basic Materials | 11.08 | 4.98 |
| Real Estate | 7.9 | 0.85 |
| Healthcare | 4.52 | 6.29 |
| Consumer Cyclical | 8.71 | 6.7 |
| Utilities | 1.85 | 1.34 |
| Communication Services | 1.1 | 2.63 |
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