Kotak Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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

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Chart Comparison

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

Overview

Scheme Name Kotak Equity Savings Fund - Regular - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Fund Kotak Equity Savings Fund - Regular - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹7804 Cr ₹572 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 13 Oct 2014 01 Feb 2017
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 492.24% 353%
Expense Ratio 1.77 2.35
Manager Abhishek Bisen Kush Sonigara
ISIN Code INF174K01C78 INF174V01150
Exits Load Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Mahindra Manulife Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
1 Month -1.39% -0.7%
6 Month 0.52% -0.12%
1 Year 9.37% 6.97%
3 Year 10.52% 7.8%
5 Year 10.73% 10.55%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 5.6% 3.84%
3 Year 11.85% 9.71%
5 Year 11.69% 10.53%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
1 Year 8.66% 7.96%
3 Year 8.72% 10.53%
5 Year 8.63% 9.04%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Standard Deviation 3.82% 5.82%
Sharp 1.46% 0.62%
Beta 0.7% 1.08%
Alpha 3.58% 0.2%

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Fund Managers

Scheme Name Kotak Equity Savings Fund - Regular - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Name Abhishek Bisen Kush Sonigara
Total AUM ₹0 Cr ₹889 Cr
Fund Manage 33 3
Kotak Equity Savings Fund - Regular - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Others 31.03 31.5
Large Cap 24.13 54.93
Mid Cap 6.24 3.92
Small Cap 8.75 9.65

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Others 31.03 31.5
Telecom - Services 0.79 -
Petroleum Products 1.32 3.92
IT - Software 4.02 5.66
Pharmaceuticals & Biotechnology 0 3.74
Cement & Cement Products -0.01 7.58
Personal Products 0.9 0.52
Construction 0.95 2.78
Ferrous Metals 0 1.88
Finance 1.88 4.25
Banks 5.45 12.53
Retailing 2.51 0.65
Diversified FMCG 2.33 4.37
Non - Ferrous Metals -0.01 1.33
Leisure Services 1.32 -
Aerospace & Defense -0.01 -
Chemicals & Petrochemicals 0.74 0.33
Realty -0.01 2.78
Insurance 1 0.98
Automobiles 6.26 2.77
Gas 1.71 1.13
Consumer Durables 1.5 1.13
Diversified Metals -0.0099999999999998 -
Oil -0.01 0.28
Power 2.03 1.89
Electrical Equipment 0.14 -
Metals & Minerals Trading -0.01 -
Entertainment 0.47 -
Healthcare Services 0.21 -
Capital Markets 1.2 -
Minerals & Mining 0 -
Fertilizers & Agrochemicals 0 0.6
Transport Services 0.45 -
Transport Infrastructure -0.02 -
Auto Components 0.46 1.57
Beverages 1.11 -
Industrial Manufacturing 0.46 0.45
Agricultural, Commercial & Construction Vehicles - 0.36
Industrial Products - 1.94
Agricultural Food & other Products - 1.18
Textiles & Apparels - 0.61
Consumable Fuels - 0.92
Household Products - 0.37

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