- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Mahindra Manulife Equity Savings Fund vs SBI Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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) | ₹564 Cr | ₹5705 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 | 2.37 | 1.42 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.82% | -2.19% |
| 6 Month | -3.06% | -3.19% |
| 1 Year | 3.27% | 4.64% |
| 3 Year | 9.05% | 9.96% |
| 5 Year | 10.96% | 10.86% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.53% | -3.68% |
| 1 Year | -2.41% | -3.08% |
| 3 Year | 7.73% | 8.58% |
| 5 Year | 9.05% | 9.55% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.08% | 9.28% |
| 3 Year | 10.34% | 9.03% |
| 5 Year | 9.22% | 8.69% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.724% | 4.73% |
| Sharp | 0.264% | 0.39% |
| Beta | - | 0.89% |
| Alpha | - | 0.52% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.115 | 33.62917 |
| Large Cap | 50.52442 | 39.9894 |
| Small Cap | 8.01461 | 19.14673 |
| Mid Cap | 8.34599 | 7.23471 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.01508 | 32.7778 |
| Energy | 5.13637 | 4.51268 |
| Technology | 6.33155 | 0.8503 |
| Industrials | 6.43656 | 8.21079 |
| Consumer Defensive | 6.13594 | 0.26282 |
| Financial Services | 18.31985 | 23.9946 |
| Basic Materials | 10.93854 | 6.83597 |
| Healthcare | 3.85439 | 3.71485 |
| Consumer Cyclical | 6.87338 | 14.42549 |
| Utilities | 2.6066 | 1.64691 |
| Communication Services | 0.35176 | 1.8628 |
| Real Estate | - | 0.905 |
Top Comparisons
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns5.61%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns5.88%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns18.46%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns18.18%
HSBC Low Duration Fund - Regular Growth
3Y Returns6.36%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns6.38%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns20.91%
Aditya Birla Sun Life India Gennext Fund-Growth Option
3Y Returns16.51%
