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) | ₹551 Cr | ₹281 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| 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 | -0.18% | -0.5% |
| 6 Month | 3.33% | 2.47% |
| 1 Year | 6.95% | 6.61% |
| 3 Year | 10.21% | 10.36% |
| 5 Year | 9.77% | 8.12% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.49% | 1.49% |
| 1 Year | 8.52% | 8.53% |
| 3 Year | 8.97% | 9.47% |
| 5 Year | 8.94% | 9.12% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.94% | 8.77% |
| 3 Year | 10.14% | 8.35% |
| 5 Year | 10.54% | 9.06% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.93% | 5.00% |
| Sharp | 0.56% | 0.65% |
| 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 | 37.27 | 36.42 |
| Large Cap | 47.62 | 47.54 |
| Small Cap | 7.42 | 4.3 |
| Mid Cap | 7.69 | 11.74 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.59 | 29.94 |
| Energy | 5.56 | 3.85 |
| Technology | 2.85 | 5.03 |
| Basic Materials | 11.03 | 7.23 |
| Industrials | 5.81 | 8.61 |
| Financial Services | 24.47 | 20.09 |
| Consumer Defensive | 2.32 | 1.84 |
| Real Estate | 6.99 | 4.38 |
| Healthcare | 5.07 | 3.1 |
| Consumer Cyclical | 7.73 | 7.31 |
| Utilities | 1.85 | 4.66 |
| Communication Services | 1.72 | 3.97 |
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