Invesco India Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderately High | Moderately High |
| Asset Size (Cr) | ₹572 Cr | ₹340 Cr | ₹340 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2017 | 06 Mar 2019 | 06 Mar 2019 |
| Category | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 353% | 469% | 469% |
| Expense Ratio | 2.35 | 2.31 | 2.31 |
| Manager | Kush Sonigara | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF174V01150 | INF205KA1023 | INF205KA1023 |
| 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 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -0.7% | -2.28% | -2.28% |
| 6 Month | -0.12% | 1.61% | 1.61% |
| 1 Year | 6.97% | 12.53% | 12.53% |
| 3 Year | 7.8% | 8.83% | 8.83% |
| 5 Year | 10.55% | 8.9% | 8.9% |
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 3.84% | 8.25% | 8.25% |
| 3 Year | 9.71% | 12.61% | 12.61% |
| 5 Year | 10.53% | 10.59% | 10.59% |
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 7.96% | 8.71% | 8.71% |
| 3 Year | 10.53% | 7.72% | 7.72% |
| 5 Year | 9.04% | 9.43% | 9.43% |
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.82% | 5.03% | 5.03% |
| Sharp | 0.62% | 0.6% | 0.6% |
| Beta | 1.08% | 0.92% | 0.92% |
| Alpha | 0.2% | 0.21% | 0.21% |
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| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Kush Sonigara | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹889 Cr | ₹24743 Cr | ₹24743 Cr |
| Fund Manage | 3 | 19 | 19 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 31.5 | 32.31 | 32.31 |
| Small Cap | 9.65 | 10.13 | 10.13 |
| Large Cap | 54.93 | 48.82 | 48.82 |
| Mid Cap | 3.92 | 8.74 | 8.74 |
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 31.5 | 32.31 | 32.31 |
| Cement & Cement Products | 7.58 | 1.98 | 1.98 |
| Petroleum Products | 3.92 | 3.7 | 3.7 |
| IT - Software | 5.66 | 9.52 | 9.52 |
| Personal Products | 0.52 | 2.05 | 2.05 |
| Construction | 2.78 | 0.92 | 0.92 |
| Finance | 4.25 | 2.33 | 2.33 |
| Diversified FMCG | 4.37 | 1.32 | 1.32 |
| Non - Ferrous Metals | 1.33 | 0.5 | 0.5 |
| Banks | 12.53 | 10.72 | 10.72 |
| Agricultural, Commercial & Construction Vehicles | 0.36 | - | - |
| Pharmaceuticals & Biotechnology | 3.74 | 7.3 | 7.3 |
| Ferrous Metals | 1.88 | - | - |
| Industrial Manufacturing | 0.45 | 1.44 | 1.44 |
| Realty | 2.78 | 0.57 | 0.57 |
| Automobiles | 2.77 | 2.19 | 2.19 |
| Industrial Products | 1.94 | 1.38 | 1.38 |
| Insurance | 0.98 | 1.15 | 1.15 |
| Chemicals & Petrochemicals | 0.33 | - | - |
| Gas | 1.13 | 0.1 | 0.1 |
| Fertilizers & Agrochemicals | 0.6 | 0.31 | 0.31 |
| Consumer Durables | 1.13 | 2.88 | 2.88 |
| Agricultural Food & other Products | 1.18 | - | - |
| Textiles & Apparels | 0.61 | - | - |
| Oil | 0.28 | - | - |
| Auto Components | 1.57 | 0.27 | 0.27 |
| Power | 1.89 | 0.64 | 0.64 |
| Consumable Fuels | 0.92 | - | - |
| Household Products | 0.37 | - | - |
| Retailing | 0.65 | 3.76 | 3.76 |
| Healthcare Services | - | 0.87 | 0.87 |
| Paper, Forest & Jute Products | - | 0.69 | 0.69 |
| Electrical Equipment | - | 2.82 | 2.82 |
| Commercial Services & Supplies | - | 0.63 | 0.63 |
| Transport Services | - | 1.37 | 1.37 |
| Beverages | - | 5.23 | 5.23 |
| Food Products | - | 0.74 | 0.74 |
| Leisure Services | - | 0.31 | 0.31 |
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