Mahindra Manulife Equity Savings Fund vs HDFC Equity Savings Fund compare

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

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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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) ₹572 Cr ₹5463 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 2.35 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 0.54% 0.25%
6 Month 2.29% 2.52%
1 Year 9.28% 11.19%
3 Year 8.63% 10.28%
5 Year 10.86% 11.11%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth HDFC Equity Savings Fund - GROWTH PLAN
6 Month - -
1 Year 6.22% 6.82%
3 Year 10.54% 11.37%
5 Year 11.14% 11.89%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth HDFC Equity Savings Fund - GROWTH PLAN
1 Year 7.96% 8.56%
3 Year 10.53% 9.9%
5 Year 9.04% 9.43%

Risk Management

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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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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