Mahindra Manulife Equity Savings Fund vs HDFC Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
HDFC Equity Savings Fund - GROWTH PLAN
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
Investment Plan | Growth | Growth |
Level of Risk | Moderate Risk | Moderately High Risk |
Asset Size (Cr) | ₹564 Cr | ₹5584 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹300 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 01 Feb 2017 | 17 Sep 2004 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 353% | 27.79% |
Expense Ratio | 2.37 | 1.89 |
Manager | Kush Sonigara | Anil Bamboli |
ISIN Code | INF174V01150 | INF179K01AM7 |
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 | HDFC Equity Savings Fund - Growth charges 1.0% 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 | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
1 Month | -1.23% | -0.79% |
6 Month | -2.59% | -1.91% |
1 Year | 4.32% | 5.03% |
3 Year | 7.95% | 9.23% |
5 Year | 10.08% | 10.64% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
6 Month | - | - |
1 Year | -0.16% | 0.59% |
3 Year | 8.33% | 9.21% |
5 Year | 9.66% | 10.55% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
1 Year | 8.08% | 8.6% |
3 Year | 10.34% | 9.9% |
5 Year | 9.22% | 9.44% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Standard Deviation | 5.724% | 4.871% |
Sharp | 0.264% | 0.573% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Name | Kush Sonigara | Anil Bamboli |
Total AUM | ₹889 Cr | ₹135442 Cr |
Fund Manage | 3 | 12 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Others | 31.5 | 65.48 |
Small Cap | 9.65 | 5.25 |
Large Cap | 54.93 | 57.55 |
Mid Cap | 3.92 | 5.1 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Others | 31.5 | 65.48 |
Cement & Cement Products | 7.58 | 0.32 |
Petroleum Products | 3.92 | 2.86 |
IT - Software | 5.66 | 3.63 |
Personal Products | 0.52 | - |
Construction | 2.78 | 1.99 |
Finance | 4.25 | 1.26 |
Diversified FMCG | 4.37 | 2.02 |
Non - Ferrous Metals | 1.33 | 0.53 |
Banks | 12.53 | 19.19 |
Agricultural, Commercial & Construction Vehicles | 0.36 | 1.08 |
Pharmaceuticals & Biotechnology | 3.74 | 4.99 |
Ferrous Metals | 1.88 | 2.22 |
Industrial Manufacturing | 0.45 | - |
Realty | 2.78 | 1.57 |
Automobiles | 2.77 | 7.11 |
Industrial Products | 1.94 | - |
Insurance | 0.98 | 1.72 |
Chemicals & Petrochemicals | 0.33 | 0.18 |
Gas | 1.13 | - |
Fertilizers & Agrochemicals | 0.6 | 0.57 |
Consumer Durables | 1.13 | 3.02 |
Agricultural Food & other Products | 1.18 | 0.02 |
Textiles & Apparels | 0.61 | - |
Oil | 0.28 | 0.32 |
Auto Components | 1.57 | 0.74 |
Power | 1.89 | 3.39 |
Consumable Fuels | 0.92 | 0.41 |
Household Products | 0.37 | - |
Retailing | 0.65 | - |
Aerospace & Defense | - | 0.39 |
Entertainment | - | 0.2 |
Telecom - Services | - | 1.67 |
Healthcare Services | - | 0.52 |
Transport Infrastructure | - | 2.52 |
Paper, Forest & Jute Products | - | 0.25 |
Beverages | - | 3.21 |
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