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 Moderately High Moderately High Moderately High
Asset Size (Cr) ₹502 Cr ₹207 Cr ₹207 Cr
Min Investment ₹1000 ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 05 Feb 2017 15 Feb 2019 15 Feb 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 2.39 2.31 2.31
Manager Kush Sonigara Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati
ISIN Code INF174V01150 INF205KA1023 INF205KA1023
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 of 0.25% if redeemed within 1 month./365 Exit load of 0.25% if redeemed within 1 month./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 0.56% 1.88% 1.88%
6 Month 7.57% 12.21% 12.21%
1 Year 17.21% 22.01% 22.01%
3 Year 9.81% 10.24% 10.24%
5 Year 12.37% 10.22% 10.22%

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 6.81% 9.7% 9.7%
3 Year 17.58% 20.48% 20.48%
5 Year 34.12% 30.39% 30.39%

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 12.02% 9.37% 9.37%
3 Year 27.51% 23.26% 23.26%
5 Year 36.53% 33.04% 33.04%

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 33.08 36.04 36.04
Large Cap 55.65 45.57 45.57
Small Cap 6.81 8.99 8.99
Mid Cap 4.46 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 29.68 46.38 46.38
Cement & Cement Products 9.67 - -
Petroleum Products 4.05 - -
Finance 4.8 - -
Banks 12.62 - -
Diversified FMCG 4.5 - -
Realty 2.53 - -
Pharmaceuticals & Biotechnology 3.45 - -
IT - Software 5.45 - -
Power 2.07 - -
Ferrous Metals 2.45 - -
Non - Ferrous Metals 1.53 - -
Construction 1.28 0.88 0.88
Consumable Fuels 1.1 - -
Gas 1.08 - -
Agricultural Food & other Products 1.47 - -
Auto Components 1.76 - -
Automobiles 1.59 - -
Consumer Durables 1.31 - -
Retailing 0.72 - -
Insurance 0.7 0.56 0.56
Textiles & Apparels 0.69 - -
Fertilizers & Agrochemicals 0.66 - -
Personal Products 0.66 - -
Industrial Products 1.03 - -
Agricultural, Commercial & Construction Vehicles 0.54 - -
Telecom - Services 0.52 - -
Industrial Manufacturing 0.49 - -
Capital Markets 0.48 - -
IT - Services 0.39 - -
Chemicals & Petrochemicals 0.38 - -
Household Products 0.35 - -
Healthcare - 5.36 5.36
Consumer Staples - 1.63 1.63
Financial - 9.7 9.7
Unclassified - 6.61 6.61
Materials - 0.73 0.73
Sovereign - 9.62 9.62
Services - 7.1 7.1
Capital Goods - 4.87 4.87
Technology - 1.31 1.31
Consumer Discretionary - 2.04 2.04
Automobile - 1.37 1.37
Energy - 0.6 0.6
Textiles - 0.41 0.41
Chemicals - 0.59 0.59
Metals & Mining - 0.24 0.24

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