Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹570 Cr | ₹268 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Feb 2017 | 29 Jul 2019 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 353% | 486% |
Expense Ratio | 2.37 | 2.48 |
Manager | Kush Sonigara | Miten Vora |
ISIN Code | INF174V01150 | INF955L01II9 |
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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.31% | 1.4% |
6 Month | 2.97% | 3.43% |
1 Year | 4.79% | 7.38% |
3 Year | 11.24% | 11.9% |
5 Year | 12.44% | 9.28% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.36% | 5.35% |
1 Year | 7.62% | 10.33% |
3 Year | 10.25% | 11.33% |
5 Year | 9.96% | 9.8% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.62% | 9.44% |
3 Year | 10.24% | 8.05% |
5 Year | 9.93% | 9.29% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.49% | 5.37% |
Sharp | 0.58% | 0.74% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Kush Sonigara | Miten Vora |
Total AUM | ₹889 Cr | ₹6478 Cr |
Funds Managed | 3 | 6 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.12 | 31.01 |
Large Cap | 50.52 | 53.66 |
Small Cap | 8.01 | 6.42 |
Mid Cap | 8.35 | 8.91 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.02 | 29.93 |
Energy | 5.14 | 5.99 |
Technology | 6.33 | 6.16 |
Industrials | 6.44 | 8.08 |
Consumer Defensive | 6.14 | 2.86 |
Financial Services | 18.32 | 19.19 |
Basic Materials | 10.94 | 5.74 |
Healthcare | 3.85 | 3.53 |
Consumer Cyclical | 6.87 | 9.85 |
Utilities | 2.61 | 4.9 |
Communication Services | 0.35 | 1.83 |
Real Estate | - | 1.95 |
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