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

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	Moderately High	Moderately High
Asset Size (Cr)	₹502 Cr	₹341 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	05 Feb 2017	01 Jan 2013
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	2.39	1.51
Manager	Kush Sonigara	Mahesh A Chhabria
ISIN Code	INF174V01150	INF917K01AA5
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 0.50% of the investment,1% will be charged for redemption within 1 month./365

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
1 Month	0.56%	1.3%
6 Month	7.57%	14.29%
1 Year	17.21%	26.28%
3 Year	9.81%	13.31%
5 Year	12.37%	13.7%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
6 Month	-	-
1 Year	6.81%	11.7%
3 Year	17.58%	25.45%
5 Year	34.12%	42.82%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
1 Year	12.02%	13.35%
3 Year	27.51%	33.28%
5 Year	36.53%	46.54%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	5.82%	4.64%
Sharp	0.62%	1.25%
Beta	1.08%	0.78%
Alpha	0.2%	3.82%

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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
Fund Manage	3	9
	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Others	33.08	31.55
Large Cap	55.65	30.66
Mid Cap	4.46	18.54
Small Cap	6.81	19.25

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Others	29.68	1.65
Automobiles	1.59	-
Petroleum Products	4.05	-
IT - Software	5.45	-
Personal Products	0.66	-
Construction	1.28	8.61
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	-
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	-
Sovereign	-	13.5
Capital Goods	-	23.15
Technology	-	3.27
Financial	-	20.73
Services	-	9.17
Materials	-	2.54
Energy	-	0.72
Metals & Mining	-	6.34
Consumer Staples	-	4.31
Communication	-	0.35
Chemicals	-	2.13
Healthcare	-	0.15
Consumer Discretionary	-	3.29
Automobile	-	0.09