Mahindra Manulife Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Moderate Risk |
Asset Size (Cr) | ₹8177 Cr | ₹564 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Oct 2014 | 01 Feb 2017 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 492.24% | 353% |
Expense Ratio | 1.76 | 2.37 |
Manager | Abhishek Bisen | Kush Sonigara |
ISIN Code | INF174K01C78 | INF174V01150 |
Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Mahindra Manulife Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.37% | -1.23% |
6 Month | -2.63% | -2.59% |
1 Year | 5.95% | 4.32% |
3 Year | 10.23% | 7.95% |
5 Year | 10.19% | 10.08% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 0.53% | -0.16% |
3 Year | 10.01% | 8.33% |
5 Year | 10.66% | 9.66% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.74% | 8.08% |
3 Year | 8.81% | 10.34% |
5 Year | 8.68% | 9.22% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.535% | 5.724% |
Sharp | 0.86% | 0.264% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Kush Sonigara |
Total AUM | ₹0 Cr | ₹889 Cr |
Fund Manage | 33 | 3 |
Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.03 | 31.5 |
Large Cap | 24.13 | 54.93 |
Mid Cap | 6.24 | 3.92 |
Small Cap | 8.75 | 9.65 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.03 | 31.5 |
Telecom - Services | 0.79 | - |
Petroleum Products | 1.32 | 3.92 |
IT - Software | 4.02 | 5.66 |
Pharmaceuticals & Biotechnology | 0 | 3.74 |
Cement & Cement Products | -0.01 | 7.58 |
Personal Products | 0.9 | 0.52 |
Construction | 0.95 | 2.78 |
Ferrous Metals | 0 | 1.88 |
Finance | 1.88 | 4.25 |
Banks | 5.45 | 12.53 |
Retailing | 2.51 | 0.65 |
Diversified FMCG | 2.33 | 4.37 |
Non - Ferrous Metals | -0.01 | 1.33 |
Leisure Services | 1.32 | - |
Aerospace & Defense | -0.01 | - |
Chemicals & Petrochemicals | 0.74 | 0.33 |
Realty | -0.01 | 2.78 |
Insurance | 1 | 0.98 |
Automobiles | 6.26 | 2.77 |
Gas | 1.71 | 1.13 |
Consumer Durables | 1.5 | 1.13 |
Diversified Metals | -0.0099999999999998 | - |
Oil | -0.01 | 0.28 |
Power | 2.03 | 1.89 |
Electrical Equipment | 0.14 | - |
Metals & Minerals Trading | -0.01 | - |
Entertainment | 0.47 | - |
Healthcare Services | 0.21 | - |
Capital Markets | 1.2 | - |
Minerals & Mining | 0 | - |
Fertilizers & Agrochemicals | 0 | 0.6 |
Transport Services | 0.45 | - |
Transport Infrastructure | -0.02 | - |
Auto Components | 0.46 | 1.57 |
Beverages | 1.11 | - |
Industrial Manufacturing | 0.46 | 0.45 |
Agricultural, Commercial & Construction Vehicles | - | 0.36 |
Industrial Products | - | 1.94 |
Agricultural Food & other Products | - | 1.18 |
Textiles & Apparels | - | 0.61 |
Consumable Fuels | - | 0.92 |
Household Products | - | 0.37 |
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