Mahindra Manulife Equity Savings Fund vs HSBC Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹564 Cr | ₹646 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Feb 2017 | 18 Oct 2011 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 353% | 75% |
Expense Ratio | 2.37 | 1.51 |
Manager | Kush Sonigara | Mahesh A Chhabria |
ISIN Code | INF174V01150 | INF917K01AA5 |
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 | HSBC Equity Savings Fund - Growth charges 0.5% 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 | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | 1.98% | 1.63% |
6 Month | -2.52% | -5.52% |
1 Year | 5.74% | 9.21% |
3 Year | 8.22% | 10.39% |
5 Year | 14.07% | 15.02% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | -0.24% | -3.63% |
1 Year | 0.39% | -3.79% |
3 Year | 8.68% | 11.23% |
5 Year | 9.53% | 11.65% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 8.08% | 8.17% |
3 Year | 10.34% | 9.36% |
5 Year | 9.22% | 8.3% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 5.693% | 7.536% |
Sharp | 0.259% | 0.463% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Name | Kush Sonigara | Mahesh A Chhabria |
Total AUM | ₹889 Cr | ₹15021 Cr |
Funds Managed | 3 | 9 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 33.12 | 30.31 |
Large Cap | 50.52 | 30.87 |
Small Cap | 8.01 | 10.93 |
Mid Cap | 8.35 | 27.88 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 33.02 | 30.31 |
Energy | 5.14 | 2.24 |
Technology | 6.33 | 6.08 |
Industrials | 6.44 | 11.69 |
Consumer Defensive | 6.14 | 0.02 |
Financial Services | 18.32 | 35.89 |
Basic Materials | 10.94 | 1.25 |
Healthcare | 3.85 | 1.82 |
Consumer Cyclical | 6.87 | 9.62 |
Utilities | 2.61 | 1.03 |
Communication Services | 0.35 | - |
Real Estate | - | 0.04 |
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