Mahindra Manulife Equity Savings Fund vs SBI Equity Savings Fund compare

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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SBI Equity Savings Fund - Regular Plan - Growth

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Overview

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	SBI Equity Savings Fund - Regular Plan - Growth
Fund	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	SBI Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderately High
Asset Size (Cr)	₹572 Cr	₹5616 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	01 Feb 2017	27 May 2015
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	353%	39%
Expense Ratio	2.35	1.19
Manager	Kush Sonigara	Pradeep Kesavan
ISIN Code	INF174V01150	INF200KA1DA4
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	SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	SBI Equity Savings Fund - Regular Plan - Growth
1 Month	0.54%	1.08%
6 Month	2.29%	3.93%
1 Year	9.28%	12.17%
3 Year	8.63%	10.51%
5 Year	10.86%	11.15%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	SBI Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	6.22%	11.04%
3 Year	10.54%	13.16%
5 Year	11.14%	12.47%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	SBI Equity Savings Fund - Regular Plan - Growth
1 Year	7.96%	9.19%
3 Year	10.53%	8.81%
5 Year	9.04%	8.62%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	SBI Equity Savings Fund - Regular Plan - Growth
Standard Deviation	5.82%	4.73%
Sharp	0.62%	0.7%
Beta	1.08%	0.81%
Alpha	0.2%	1.84%

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Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	SBI Equity Savings Fund - Regular Plan - Growth
Name	Kush Sonigara	Pradeep Kesavan
Total AUM	₹889 Cr	₹434274 Cr
Fund Manage	3	43
	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	SBI Equity Savings Fund - Regular Plan - Growth

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	SBI Equity Savings Fund - Regular Plan - Growth
Others	31.5	-7.3
Small Cap	9.65	20.78
Large Cap	54.93	37.02
Mid Cap	3.92	13.35

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	SBI Equity Savings Fund - Regular Plan - Growth
Others	31.5	-7.3
Cement & Cement Products	7.58	0.91
Petroleum Products	3.92	2.35
IT - Software	5.66	1.83
Personal Products	0.52	0.09
Construction	2.78	1.81
Finance	4.25	5.11
Diversified FMCG	4.37	0.04
Non - Ferrous Metals	1.33	2.78
Banks	12.53	19.06
Agricultural, Commercial & Construction Vehicles	0.36	-
Pharmaceuticals & Biotechnology	3.74	1.38
Ferrous Metals	1.88	0.64
Industrial Manufacturing	0.45	0.6
Realty	2.78	1.94
Automobiles	2.77	3.02
Industrial Products	1.94	1.72
Insurance	0.98	0.1
Chemicals & Petrochemicals	0.33	1.48
Gas	1.13	1
Fertilizers & Agrochemicals	0.6	0.86
Consumer Durables	1.13	2.76
Agricultural Food & other Products	1.18	-
Textiles & Apparels	0.61	1.83
Oil	0.28	0.11
Auto Components	1.57	2.79
Power	1.89	0.91
Consumable Fuels	0.92	0.17
Household Products	0.37	0.91
Retailing	0.65	0.99
Telecom - Services	-	1.69
Electrical Equipment	-	0.45
Capital Markets	-	0.98
Leisure Services	-	1.81
Aerospace & Defense	-	0.65
Transport Infrastructure	-	4.99
Transport Services	-	1.24
Diversified Metals	-	0.05
Food Products	-	0.09
Financial Technology (Fintech)	-	0.61
Metals & Minerals Trading	-	0.16
Healthcare Services	-	0.97
Minerals & Mining	-	0.13
Beverages	-	0.14