Mirae Asset Equity Savings Fund- Regular Plan- Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1670 Cr | ₹265 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Dec 2018 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Equity Savings Index | NIFTY Equity Savings TRI |
| Turn Over | 620% | 486% |
| Expense Ratio | 1.32 | 2.48 |
| Manager | Mahendra Kumar Jajoo | Miten Vora |
| ISIN Code | INF769K01EI5 | INF955L01II9 |
| Exits Load | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.75% | 2.07% |
| 6 Month | 5.6% | 5.2% |
| 1 Year | 8.17% | 6.68% |
| 3 Year | 11.28% | 9.99% |
| 5 Year | 12.12% | 8.6% |
SIP Return Analysis
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.72% | 0.36% |
| 1 Year | 7.51% | 5.73% |
| 3 Year | 9.83% | 8.54% |
| 5 Year | 9.82% | 8.43% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.79% | 9.07% |
| 3 Year | 11.06% | 8.23% |
| 5 Year | 12.06% | 9.19% |
Risk Management
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.43% | 4.92% |
| Sharp | 0.78% | 0.59% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Mahendra Kumar Jajoo | Miten Vora |
| Total AUM | ₹8876 Cr | ₹6478 Cr |
| Funds Managed | 4 | 6 |
| Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.9 | 35.82 |
| Large Cap | 50.05 | 48.21 |
| Small Cap | 6.87 | 5.28 |
| Mid Cap | 7.18 | 10.7 |
Sector Allocation
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.76 | 28.2 |
| Energy | 3.9 | 3.93 |
| Utilities | 3.79 | 5.78 |
| Technology | 4.27 | 3.89 |
| Consumer Cyclical | 8.88 | 7.39 |
| Healthcare | 5.55 | 3.44 |
| Consumer Defensive | 3.19 | 2.6 |
| Industrials | 6.02 | 8.55 |
| Basic Materials | 6.79 | 7.62 |
| Financial Services | 20.53 | 18.8 |
| Real Estate | 1.12 | 6.02 |
| Communication Services | 2.19 | 3.77 |
Top Comparisons
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns8.05%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns7.17%
Nippon India Conservative Hybrid Fund - Regular - Growth
3Y Returns9.12%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns11.73%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.33%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.63%