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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 Risk | Moderately High Risk | Moderately High Risk |
| 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 | -1.23% | -2.4% | -2.4% |
| 6 Month | -2.59% | -2.64% | -2.64% |
| 1 Year | 4.32% | 8.47% | 8.47% |
| 3 Year | 7.95% | 8.73% | 8.73% |
| 5 Year | 10.08% | 8% | 8% |
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 | - | - | - |
| 1 Year | -0.16% | 0.54% | 0.54% |
| 3 Year | 8.33% | 10.2% | 10.2% |
| 5 Year | 9.66% | 9.2% | 9.2% |
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 | 5.724% | 5.785% | 5.785% |
| Sharp | 0.264% | 0.471% | 0.471% |
| 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 |
| Fund Manage | 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 | 31.5 | 33.36 | 33.36 |
| Small Cap | 9.65 | 10.28 | 10.28 |
| Large Cap | 54.93 | 45.21 | 45.21 |
| Mid Cap | 3.92 | 11.15 | 11.15 |
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 | 31.5 | 33.36 | 33.36 |
| Cement & Cement Products | 7.58 | 1.85 | 1.85 |
| Petroleum Products | 3.92 | 3.3 | 3.3 |
| IT - Software | 5.66 | 9.4 | 9.4 |
| Personal Products | 0.52 | 1.59 | 1.59 |
| Construction | 2.78 | 0.84 | 0.84 |
| Finance | 4.25 | 1.91 | 1.91 |
| Diversified FMCG | 4.37 | 0.99 | 0.99 |
| Non - Ferrous Metals | 1.33 | 0.44 | 0.44 |
| Banks | 12.53 | 11.13 | 11.13 |
| Agricultural, Commercial & Construction Vehicles | 0.36 | - | - |
| Pharmaceuticals & Biotechnology | 3.74 | 7.23 | 7.23 |
| Ferrous Metals | 1.88 | - | - |
| Industrial Manufacturing | 0.45 | 1.62 | 1.62 |
| Realty | 2.78 | 0.55 | 0.55 |
| Automobiles | 2.77 | 2.05 | 2.05 |
| Industrial Products | 1.94 | 1.49 | 1.49 |
| Insurance | 0.98 | 0.72 | 0.72 |
| Chemicals & Petrochemicals | 0.33 | 1.04 | 1.04 |
| Gas | 1.13 | 0.1 | 0.1 |
| Fertilizers & Agrochemicals | 0.6 | 0.27 | 0.27 |
| Consumer Durables | 1.13 | 2.85 | 2.85 |
| Agricultural Food & other Products | 1.18 | - | - |
| Textiles & Apparels | 0.61 | - | - |
| Oil | 0.28 | - | - |
| Auto Components | 1.57 | 0.26 | 0.26 |
| Power | 1.89 | 0.59 | 0.59 |
| Consumable Fuels | 0.92 | - | - |
| Household Products | 0.37 | - | - |
| Retailing | 0.65 | 3.25 | 3.25 |
| Healthcare Services | - | 0.61 | 0.61 |
| Other Utilities | - | 0.86 | 0.86 |
| Paper, Forest & Jute Products | - | 0.6 | 0.6 |
| Electrical Equipment | - | 2.75 | 2.75 |
| Commercial Services & Supplies | - | 0.82 | 0.82 |
| Transport Services | - | 1.65 | 1.65 |
| Beverages | - | 5.23 | 5.23 |
| Food Products | - | 0.65 | 0.65 |
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