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) | ₹1865 Cr | ₹279 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹99 | ₹250 |
| 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 | -0.31% | -0.69% |
| 6 Month | 2.57% | 2.09% |
| 1 Year | 9.37% | 7.79% |
| 3 Year | 11.45% | 10.28% |
| 5 Year | 10.55% | 7.93% |
SIP Return Analysis
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.08% | -0.13% |
| 1 Year | 5.17% | 4.26% |
| 3 Year | 9.05% | 7.91% |
| 5 Year | 9.46% | 8.3% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.33% | 8.68% |
| 3 Year | 11.12% | 8.37% |
| 5 Year | 11.95% | 9.01% |
Risk Management
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.04% | 4.56% |
| Sharp | 0.97% | 0.87% |
| Beta | 1.19% | 1.09% |
| Alpha | 0.41% | -0.14% |
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 | 37.86 | 35.81 |
| Large Cap | 49.46 | 48.04 |
| Small Cap | 5.36 | 4.44 |
| Mid Cap | 7.32 | 11.72 |
Sector Allocation
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.18 | 31.85 |
| Energy | 3.43 | 3.89 |
| Utilities | 2.98 | 4.65 |
| Technology | 5.64 | 4.93 |
| Consumer Cyclical | 8.91 | 7.27 |
| Basic Materials | 6.68 | 7.56 |
| Healthcare | 5.42 | 3.1 |
| Consumer Defensive | 3.02 | 1.91 |
| Industrials | 6.02 | 8.36 |
| Financial Services | 21.79 | 20.07 |
| Real Estate | 0.98 | 2.4 |
| Communication Services | 1.96 | 4.01 |
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