Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Mahindra Manulife Equity Savings Fund vs HDFC Equity Savings Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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 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 - -

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 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

Top Comparisons

UTI Credit Risk Fund  - Regular Plan - Growth Option UTI Credit Risk Fund - Regular Plan - Growth Option

3Y Returns6.45%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns6.94%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns14.01%

VS

Mirae Asset Focused Fund Regular Plan Growth Mirae Asset Focused Fund Regular Plan Growth

3Y Returns6.2%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns13.63%

VS

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns7.26%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns6.2%

VS

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

3Y Returns6.72%

Compare Now
Add to Cart Successfully