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) | ₹558 Cr | ₹265 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 | 1.36% | 1.71% |
| 6 Month | 5.28% | 4.63% |
| 1 Year | 6.01% | 6.35% |
| 3 Year | 10.07% | 10.28% |
| 5 Year | 11.35% | 8.48% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.6% | 2.14% |
| 1 Year | 10.12% | 9.6% |
| 3 Year | 9.74% | 10.06% |
| 5 Year | 9.4% | 9.3% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.16% | 9.07% |
| 3 Year | 10.23% | 8.23% |
| 5 Year | 10.46% | 9.19% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.98% | 4.92% |
| Sharp | 0.60% | 0.59% |
| Beta | - | - |
| Alpha | - | - |
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 | 38.2 | 35.82 |
| Large Cap | 46.49 | 48.21 |
| Small Cap | 7.24 | 5.28 |
| Mid Cap | 8.07 | 10.7 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.78 | 28.2 |
| Energy | 5.06 | 3.93 |
| Technology | 3 | 3.89 |
| Industrials | 5.49 | 8.55 |
| Financial Services | 23.15 | 18.8 |
| Consumer Defensive | 2.36 | 2.6 |
| Basic Materials | 11.08 | 7.62 |
| Real Estate | 7.9 | 6.02 |
| Healthcare | 4.52 | 3.44 |
| Consumer Cyclical | 8.71 | 7.39 |
| Utilities | 1.85 | 5.78 |
| Communication Services | 1.1 | 3.77 |
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