Mahindra Manulife Equity Savings Fund vs Invesco India Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderately High | Moderately High |
Asset Size (Cr) | ₹564 Cr | ₹402 Cr | ₹402 Cr |
Min Investment | ₹1000 | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 01 Feb 2017 | 06 Mar 2019 | 06 Mar 2019 |
Category | Equity Savings | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 353% | 469% | 469% |
Expense Ratio | 2.37 | 2.3 | 2.3 |
Manager | Kush Sonigara | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
ISIN Code | INF174V01150 | INF205KA1023 | INF205KA1023 |
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 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 1.53% | 1.96% | 1.96% |
6 Month | -0.24% | -1.1% | -1.1% |
1 Year | 6.18% | 9.59% | 9.59% |
3 Year | 8.09% | 9.8% | 9.8% |
5 Year | 13.79% | 10.57% | 10.57% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 0.87% | 0.27% | 0.27% |
1 Year | 1.71% | 1.56% | 1.56% |
3 Year | 8.96% | 11.1% | 11.1% |
5 Year | 9.49% | 9.59% | 9.59% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 8.08% | 9.26% | 9.26% |
3 Year | 10.34% | 7.81% | 7.81% |
5 Year | 9.22% | 9.43% | 9.43% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.693% | 6.046% | 6.046% |
Sharp | 0.259% | 0.363% | 0.363% |
Beta | - | - | - |
Alpha | - | - | - |
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Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Kush Sonigara | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
Total AUM | ₹889 Cr | ₹24743 Cr | ₹24743 Cr |
Funds Managed | 3 | 19 | 19 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 33.12 | 34.17 | 34.17 |
Large Cap | 50.52 | 47.43 | 47.43 |
Small Cap | 8.01 | 9.41 | 9.41 |
Mid Cap | 8.35 | 8.99 | 8.99 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 33.02 | 33.65 | 33.65 |
Energy | 5.14 | 3.2 | 3.2 |
Technology | 6.33 | 9.68 | 9.68 |
Industrials | 6.44 | 7.25 | 7.25 |
Consumer Defensive | 6.14 | 7.49 | 7.49 |
Financial Services | 18.32 | 17.82 | 17.82 |
Basic Materials | 10.94 | 4.97 | 4.97 |
Healthcare | 3.85 | 6.33 | 6.33 |
Consumer Cyclical | 6.87 | 5.1 | 5.1 |
Utilities | 2.61 | 3.41 | 3.41 |
Communication Services | 0.35 | 0.35 | 0.35 |
Real Estate | - | 0.74 | 0.74 |
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