HDFC Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare

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

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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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 HDFC Equity Savings Fund - GROWTH PLAN
Fund Mahindra Manulife Equity Savings Fund - Regular Plan - Growth HDFC Equity Savings Fund - GROWTH PLAN
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹502 Cr ₹4611 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹300
Min Addl Investment ₹1000 ₹100
Launch Date 05 Feb 2017 05 Sep 2004
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 353% 27.79%
Expense Ratio 2.39 1.92
Manager Kush Sonigara Anil Bamboli
ISIN Code INF174V01150 INF179K01AM7
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days./365 Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth HDFC Equity Savings Fund - GROWTH PLAN
1 Month -1.91% -1.95%
6 Month 3.35% 3.87%
1 Year 11.9% 14.02%
3 Year 7.46% 9.39%
5 Year 10.84% 10.97%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth HDFC Equity Savings Fund - GROWTH PLAN
6 Month - -
1 Year 8.92% 10.47%
3 Year 11.06% 12.22%
5 Year 11.49% 12.39%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth HDFC Equity Savings Fund - GROWTH PLAN
1 Year 7.96% 8.56%
3 Year 10.53% 9.9%
5 Year 9.04% 9.43%

Risk Management

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth HDFC Equity Savings Fund - GROWTH PLAN
Standard Deviation 5.82% 4.68%
Sharp 0.62% 0.9%
Beta 1.08% 0.88%
Alpha 0.2% 1.46%

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Fund Managers

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth HDFC Equity Savings Fund - GROWTH PLAN
Name Kush Sonigara Anil Bamboli
Total AUM ₹889 Cr ₹135442 Cr
Fund Manage 3 12
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth HDFC Equity Savings Fund - GROWTH PLAN

Market Cap

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

HDFC Equity Savings Fund - GROWTH PLAN

Others 33.08 31.73
Large Cap 55.65 56.66
Mid Cap 4.46 6.39
Small Cap 6.81 5.22

Sector Allocation

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

HDFC Equity Savings Fund - GROWTH PLAN

Others 29.68 31.73
Automobiles 1.59 5.46
Petroleum Products 4.05 2.82
IT - Software 5.45 3.06
Personal Products 0.66 -
Construction 1.28 1.79
Finance 4.8 1.58
Diversified FMCG 4.5 2.24
Non - Ferrous Metals 1.53 0.6
Banks 12.62 18.84
Agricultural, Commercial & Construction Vehicles 0.54 1.97
Pharmaceuticals & Biotechnology 3.45 5.1
Cement & Cement Products 9.67 0.36
Ferrous Metals 2.45 2.51
Industrial Manufacturing 0.49 -
Realty 2.53 1.58
Telecom - Services 0.52 1.57
Insurance 0.7 1.32
Chemicals & Petrochemicals 0.38 0.19
Gas 1.08 -
IT - Services 0.39 -
Fertilizers & Agrochemicals 0.66 0.51
Consumer Durables 1.31 3.57
Agricultural Food & other Products 1.47 0.02
Textiles & Apparels 0.69 -
Auto Components 1.76 0.83
Power 2.07 3.48
Consumable Fuels 1.1 0.48
Industrial Products 1.03 -
Household Products 0.35 -
Retailing 0.72 -
Capital Markets 0.48 -
Aerospace & Defense - 0.42
Entertainment - 0.22
Oil - 0.36
Healthcare Services - 0.53
Transport Infrastructure - 2.77
Beverages - 4.09

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