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 Moderately High
Asset Size (Cr) ₹7089 Cr ₹502 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Oct 2014 05 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 1.79 2.39
Manager Abhishek Bisen Kush Sonigara
ISIN Code INF174K01C78 INF174V01150
Exits Load Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
1 Month -1.53% -1.11%
6 Month 6.06% 5.27%
1 Year 16.94% 14.25%
3 Year 10.65% 7.5%
5 Year 11.11% 11.2%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 10.58% 8.92%
3 Year 13.11% 11.06%
5 Year 12.39% 11.49%

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 29.09 33.08
Large Cap 21.05 55.65
Mid Cap 5.33 4.46
Small Cap 7.64 6.81

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Others 27.44 29.68
Telecom - Services 0.85 0.52
Petroleum Products 1.39 4.05
IT - Software 3.49 5.45
Pharmaceuticals & Biotechnology 0.51 3.45
Cement & Cement Products -0.01 9.67
Personal Products 1.16 0.66
Construction 1 1.28
Ferrous Metals 0 2.45
Finance 1.51 4.8
Banks 3.39 12.62
Retailing 2.59 0.72
Diversified FMCG 2.24 4.5
Non - Ferrous Metals -0.01 1.53
Leisure Services 1.3 -
Aerospace & Defense 0 -
Realty 0 2.53
Other Electrical Equipment 0.05 -
Insurance 1.27 0.7
Automobiles 3.72 1.59
Gas 2.17 1.08
Consumer Durables 1.93 1.31
Diversified Metals 0 -
Oil -0.01 -
Power 2.02 2.07
Entertainment 0.45 -
Electrical Equipment 0 -
Metals & Minerals Trading -0.01 -
Healthcare Services 0.26 -
Minerals & Mining 0 -
Fertilizers & Agrochemicals 0 0.66
Transport Services 0.74 -
Transport Infrastructure -0.02 -
Capital Markets 1.05 0.48
Auto Components 0.82 1.76
Textiles & Apparels 0.25 0.69
Beverages 0.99 -
Industrial Manufacturing 0.58 0.49
Agricultural, Commercial & Construction Vehicles - 0.54
Chemicals & Petrochemicals - 0.38
IT - Services - 0.39
Agricultural Food & other Products - 1.47
Consumable Fuels - 1.1
Industrial Products - 1.03
Household Products - 0.35

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