Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

tortoise-icon Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Invest Now

tortoise-icon DSP Equity Savings Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Fund Mahindra Manulife Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹564 Cr ₹2417 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Feb 2017 28 Mar 2016
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 353% 444%
Expense Ratio 2.37 1.32
Manager Kush Sonigara Kedar Karnik
ISIN Code INF174V01150 INF740KA1439
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
1 Month 1.53% 1.79%
6 Month -0.24% 2.56%
1 Year 6.18% 11.85%
3 Year 8.09% 10.14%
5 Year 13.79% 13.24%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
6 Month 0.87% 2.39%
1 Year 1.71% 8.07%
3 Year 8.96% 11.4%
5 Year 9.49% 10.7%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
1 Year 8.08% 8.52%
3 Year 10.34% 8.4%
5 Year 9.22% 7.94%

Risk Management

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Standard Deviation 5.693% 4.11%
Sharp 0.259% 0.656%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Name Kush Sonigara Kedar Karnik
Total AUM ₹889 Cr ₹32997 Cr
Funds Managed 3 11
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

DSP Equity Savings Fund - Regular Plan - Growth

Others 33.12 29.62
Large Cap 50.52 57.12
Small Cap 8.01 5.11
Mid Cap 8.35 8.16

Sector Allocation

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

DSP Equity Savings Fund - Regular Plan - Growth

Others 33.02 27.99
Energy 5.14 8.65
Technology 6.33 2.74
Industrials 6.44 4.1
Consumer Defensive 6.14 2.23
Financial Services 18.32 27.81
Basic Materials 10.94 4.98
Healthcare 3.85 3.9
Consumer Cyclical 6.87 8.74
Utilities 2.61 3.65
Communication Services 0.35 5.01
Real Estate - 0.2

Top Comparisons

PGIM India Gilt Fund - Growth PGIM India Gilt Fund - Growth

3Y Returns7.51%

VS

Axis Gilt Fund - Regular Plan - Growth Option Axis Gilt Fund - Regular Plan - Growth Option

3Y Returns8.22%

Compare Now

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns24.73%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns19.09%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns10.04%

VS

Mirae Asset Flexi Cap Fund - Regular Plan - Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

3Y Returns6.18%

VS

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.59%

Compare Now
Add to Cart Successfully