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) | ₹1574 Cr | ₹269 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 | 1.47% | 1.23% |
6 Month | 9.26% | 8.28% |
1 Year | 5.26% | 4.07% |
3 Year | 11.1% | 9.95% |
5 Year | 12.11% | 8.5% |
SIP Return Analysis
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.35% | 1.88% |
1 Year | 9.8% | 7.57% |
3 Year | 11.07% | 9.64% |
5 Year | 10.52% | 8.95% |
Rolling Lumpsum Returns
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.94% | 9.21% |
3 Year | 11.12% | 8.13% |
5 Year | 12.01% | 9.28% |
Risk Management
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.53% | 5.00% |
Sharp | 0.65% | 0.50% |
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 | 37.18 | 36.22 |
Large Cap | 49.32 | 48.94 |
Small Cap | 6.96 | 4.76 |
Mid Cap | 6.55 | 10.08 |
Sector Allocation
Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 35.14 | 29.16 |
Energy | 3.85 | 3.83 |
Utilities | 3.76 | 5.53 |
Technology | 4.47 | 4.47 |
Consumer Cyclical | 8.25 | 7.28 |
Healthcare | 5.4 | 3.51 |
Consumer Defensive | 2.62 | 2.74 |
Industrials | 6.09 | 8.05 |
Basic Materials | 6.4 | 7.28 |
Financial Services | 20.63 | 18.68 |
Real Estate | 1.19 | 5.73 |
Communication Services | 2.2 | 3.74 |
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