Mahindra Manulife Equity Savings Fund vs Invesco India Equity Savings Fund compare

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

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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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 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) ₹572 Cr ₹340 Cr ₹340 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 2.35 2.31 2.31
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 0.59% 2.24% 2.24%
6 Month 2.34% 5.33% 5.33%
1 Year 9.03% 16.82% 16.82%
3 Year 8.52% 10.01% 10.01%
5 Year 10.88% 9.53% 9.53%

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 6.22% 14.49% 14.49%
3 Year 10.54% 14.46% 14.46%
5 Year 11.14% 11.67% 11.67%

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 7.96% 8.71% 8.71%
3 Year 10.53% 7.72% 7.72%
5 Year 9.04% 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 5.82% 5.03% 5.03%
Sharp 0.62% 0.6% 0.6%
Beta 1.08% 0.92% 0.92%
Alpha 0.2% 0.21% 0.21%

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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 36.04 36.04
Small Cap 9.65 8.99 8.99
Large Cap 54.93 45.57 45.57
Mid Cap 3.92 9.4 9.4

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 46.38 46.38
Cement & Cement Products 7.58 - -
Petroleum Products 3.92 - -
IT - Software 5.66 - -
Personal Products 0.52 - -
Construction 2.78 0.88 0.88
Finance 4.25 - -
Diversified FMCG 4.37 - -
Non - Ferrous Metals 1.33 - -
Banks 12.53 - -
Agricultural, Commercial & Construction Vehicles 0.36 - -
Pharmaceuticals & Biotechnology 3.74 - -
Ferrous Metals 1.88 - -
Industrial Manufacturing 0.45 - -
Realty 2.78 - -
Automobiles 2.77 - -
Industrial Products 1.94 - -
Insurance 0.98 0.56 0.56
Chemicals & Petrochemicals 0.33 - -
Gas 1.13 - -
Fertilizers & Agrochemicals 0.6 - -
Consumer Durables 1.13 - -
Agricultural Food & other Products 1.18 - -
Textiles & Apparels 0.61 - -
Oil 0.28 - -
Auto Components 1.57 - -
Power 1.89 - -
Consumable Fuels 0.92 - -
Household Products 0.37 - -
Retailing 0.65 - -
Materials - 0.73 0.73
Technology - 1.31 1.31
Financial - 9.7 9.7
Consumer Staples - 1.63 1.63
Healthcare - 5.36 5.36
Sovereign - 9.62 9.62
Capital Goods - 4.87 4.87
Chemicals - 0.59 0.59
Services - 7.1 7.1
Consumer Discretionary - 2.04 2.04
Automobile - 1.37 1.37
Metals & Mining - 0.24 0.24
Energy - 0.6 0.6
Textiles - 0.41 0.41
Unclassified - 6.61 6.61

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