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

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	Moderately High	Moderately High
Asset Size (Cr)	₹502 Cr	₹4611 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹300
Min Addl Investment	₹1000	₹100
Launch Date	05 Feb 2017	05 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	2.39	1.92
Manager	Kush Sonigara	Anil Bamboli
ISIN Code	INF174V01150	INF179K01AM7
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days./365	Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HDFC Equity Savings Fund - GROWTH PLAN
1 Month	0.56%	1.03%
6 Month	7.57%	7.62%
1 Year	17.21%	18.35%
3 Year	9.81%	11.1%
5 Year	12.37%	12.04%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HDFC Equity Savings Fund - GROWTH PLAN
6 Month	-	-
1 Year	6.81%	7.72%
3 Year	17.58%	19.76%
5 Year	34.12%	36.61%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HDFC Equity Savings Fund - GROWTH PLAN
1 Year	12.02%	11.81%
3 Year	27.51%	28.99%
5 Year	36.53%	38.18%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Standard Deviation	5.82%	4.68%
Sharp	0.62%	0.9%
Beta	1.08%	0.88%
Alpha	0.2%	1.46%

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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

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Others	33.08	32.91
Large Cap	55.65	57.84
Mid Cap	4.46	5.2
Small Cap	6.81	4.05

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Others	29.68	41.4
Automobiles	1.59	-
Petroleum Products	4.05	-
IT - Software	5.45	-
Personal Products	0.66	-
Construction	1.28	3.45
Finance	4.8	-
Diversified FMCG	4.5	-
Non - Ferrous Metals	1.53	-
Banks	12.62	-
Agricultural, Commercial & Construction Vehicles	0.54	-
Pharmaceuticals & Biotechnology	3.45	-
Cement & Cement Products	9.67	-
Ferrous Metals	2.45	-
Industrial Manufacturing	0.49	-
Realty	2.53	-
Telecom - Services	0.52	-
Insurance	0.7	0.24
Chemicals & Petrochemicals	0.38	-
Gas	1.08	-
IT - Services	0.39	-
Fertilizers & Agrochemicals	0.66	-
Consumer Durables	1.31	-
Agricultural Food & other Products	1.47	-
Textiles & Apparels	0.69	-
Auto Components	1.76	-
Power	2.07	-
Consumable Fuels	1.1	-
Industrial Products	1.03	-
Household Products	0.35	-
Retailing	0.72	-
Capital Markets	0.48	-
Consumer Staples	-	1.38
Financial	-	19.39
Metals & Mining	-	1.1
Energy	-	5.12
Materials	-	0.93
Communication	-	4.26
Healthcare	-	3.01
Automobile	-	2.2
Services	-	1.7
Consumer Discretionary	-	0.23
Sovereign	-	10.69
Technology	-	2.48
Capital Goods	-	1.76
Chemicals	-	0.66