HSBC Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate Risk | Moderately High Risk |
Asset Size (Cr) | ₹564 Cr | ₹646 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Feb 2017 | 18 Oct 2011 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 353% | 75% |
Expense Ratio | 2.37 | 1.51 |
Manager | Kush Sonigara | Mahesh A Chhabria |
ISIN Code | INF174V01150 | INF917K01AA5 |
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 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | -1.23% | -4.67% |
6 Month | -2.59% | -4.53% |
1 Year | 4.32% | 9.06% |
3 Year | 7.95% | 10.47% |
5 Year | 10.08% | 11.22% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -0.32% | -2.64% |
3 Year | 8.2% | 10.79% |
5 Year | 9.5% | 11.54% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 8.08% | 8.17% |
3 Year | 10.34% | 9.36% |
5 Year | 9.22% | 8.3% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 5.724% | 7.035% |
Sharp | 0.264% | 0.671% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Name | Kush Sonigara | Mahesh A Chhabria |
Total AUM | ₹889 Cr | ₹15021 Cr |
Fund Manage | 3 | 9 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 31.5 | 62.92 |
Small Cap | 9.65 | 14.96 |
Large Cap | 54.93 | 29.34 |
Mid Cap | 3.92 | 27.33 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 31.5 | 62.92 |
Cement & Cement Products | 7.58 | - |
Petroleum Products | 3.92 | 2.67 |
IT - Software | 5.66 | 1.12 |
Personal Products | 0.52 | - |
Construction | 2.78 | 0.37 |
Finance | 4.25 | 2.39 |
Diversified FMCG | 4.37 | - |
Non - Ferrous Metals | 1.33 | - |
Banks | 12.53 | 16.86 |
Agricultural, Commercial & Construction Vehicles | 0.36 | - |
Pharmaceuticals & Biotechnology | 3.74 | 2.01 |
Ferrous Metals | 1.88 | 2.53 |
Industrial Manufacturing | 0.45 | 4.33 |
Realty | 2.78 | 3.18 |
Automobiles | 2.77 | 1.42 |
Industrial Products | 1.94 | 1.8 |
Insurance | 0.98 | 0.12 |
Chemicals & Petrochemicals | 0.33 | - |
Gas | 1.13 | 0.04 |
Fertilizers & Agrochemicals | 0.6 | - |
Consumer Durables | 1.13 | 5.75 |
Agricultural Food & other Products | 1.18 | - |
Textiles & Apparels | 0.61 | - |
Oil | 0.28 | - |
Auto Components | 1.57 | - |
Power | 1.89 | 0.98 |
Consumable Fuels | 0.92 | - |
Household Products | 0.37 | - |
Retailing | 0.65 | 6.34 |
Electrical Equipment | - | 11.64 |
Capital Markets | - | 4.07 |
Leisure Services | - | 0.05 |
Aerospace & Defense | - | 1.55 |
Transport Services | - | 0.43 |
Financial Technology (Fintech) | - | 1.96 |
Beverages | - | 0.02 |
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