Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

Invest Now

tortoise-icon Invesco India 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 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) ₹564 Cr ₹402 Cr ₹402 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 2.37 2.3 2.3
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

Trailing Lumpsum Returns

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 2.49% 2.98% 2.98%
6 Month -1.09% -2.07% -2.07%
1 Year 5.53% 8.82% 8.82%
3 Year 7.82% 9.4% 9.4%
5 Year 13.33% 10.24% 10.24%

SIP Return Analysis

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 0.87% 0.27% 0.27%
1 Year 1.71% 1.56% 1.56%
3 Year 8.96% 11.1% 11.1%
5 Year 9.49% 9.59% 9.59%

Rolling Lumpsum Returns

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 8.08% 9.26% 9.26%
3 Year 10.34% 7.81% 7.81%
5 Year 9.22% 9.43% 9.43%

Risk Management

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 5.693% 6.046% 6.046%
Sharp 0.259% 0.363% 0.363%
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 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
Funds Managed 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

Market Cap

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 33.12 34.17 34.17
Large Cap 50.52 47.43 47.43
Small Cap 8.01 9.41 9.41
Mid Cap 8.35 8.99 8.99

Sector Allocation

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 33.02 33.65 33.65
Energy 5.14 3.2 3.2
Technology 6.33 9.68 9.68
Industrials 6.44 7.25 7.25
Consumer Defensive 6.14 7.49 7.49
Financial Services 18.32 17.82 17.82
Basic Materials 10.94 4.97 4.97
Healthcare 3.85 6.33 6.33
Consumer Cyclical 6.87 5.1 5.1
Utilities 2.61 3.41 3.41
Communication Services 0.35 0.35 0.35
Real Estate - 0.74 0.74

Top Comparisons

HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth

3Y Returns3.39%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns11.98%

Compare Now

HSBC Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth

3Y Returns16.42%

VS

Quant Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth

3Y Returns18.38%

Compare Now

UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund- Discontinued Growth Option

3Y Returns6.58%

VS

UTI Low Duration Fund - Regular Plan - Growth Option UTI Low Duration Fund - Regular Plan - Growth Option

3Y Returns6.98%

Compare Now

Kotak ELSS Tax Saver Fund-Scheme-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns13.79%

VS

LIC MF ELSS Regular Plan-Growth LIC MF ELSS Regular Plan-Growth

3Y Returns14.06%

Compare Now
Add to Cart Successfully