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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 | Moderate |
| 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 | 3.36% | 2.57% |
| 6 Month | -2.75% | -2.55% |
| 1 Year | 5.93% | 4.62% |
| 3 Year | 10.17% | 7.77% |
| 5 Year | 13.65% | 14.49% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.83% | -0.37% |
| 1 Year | 0.29% | 0.28% |
| 3 Year | 10.11% | 8.75% |
| 5 Year | 10.55% | 9.54% |
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 | 5.035% | 5.693% |
| Sharp | 0.584% | 0.259% |
| 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 |
| Funds Managed | 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 | 33.25 | 33.12 |
| Large Cap | 49.67 | 50.52 |
| Small Cap | 7.96 | 8.01 |
| Mid Cap | 9.11 | 8.35 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.97 | 33.02 |
| Communication Services | 9.32 | 0.35 |
| Energy | 4.49 | 5.14 |
| Technology | 3.54 | 6.33 |
| Consumer Cyclical | 11.11 | 6.87 |
| Healthcare | 1.04 | 3.85 |
| Consumer Defensive | 5.04 | 6.14 |
| Industrials | 5.06 | 6.44 |
| Financial Services | 14.57 | 18.32 |
| Basic Materials | 6.18 | 10.94 |
| Utilities | 6.36 | 2.61 |
| Real Estate | 0.31 | - |
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