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 | Moderately High |
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 | 2.21% | 2.23% |
6 Month | -2.9% | -2.4% |
1 Year | 4.42% | 5.04% |
3 Year | 7.65% | 9.05% |
5 Year | 14.42% | 14.15% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
6 Month | -0.37% | -0.16% |
1 Year | 0.28% | 1.31% |
3 Year | 8.75% | 9.59% |
5 Year | 9.54% | 10.53% |
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 | 5.693% | 4.946% |
Sharp | 0.259% | 0.518% |
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 |
Funds Managed | 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 | 33.12 | 33.86 |
Large Cap | 50.52 | 58.5 |
Small Cap | 8.01 | 4.14 |
Mid Cap | 8.35 | 3.5 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Others | 33.02 | 33.83 |
Energy | 5.14 | 6.35 |
Technology | 6.33 | 5.68 |
Industrials | 6.44 | 5.1 |
Consumer Defensive | 6.14 | 4.67 |
Financial Services | 18.32 | 19.87 |
Basic Materials | 10.94 | 3.37 |
Healthcare | 3.85 | 4.94 |
Consumer Cyclical | 6.87 | 11.74 |
Utilities | 2.61 | 2.63 |
Communication Services | 0.35 | 1.81 |
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