Mahindra Manulife Equity Savings Fund vs Tata Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹502 Cr | ₹156 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Feb 2017 | 26 Apr 1997 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 353% | 59.93% |
| Expense Ratio | 2.39 | 1.11 |
| Manager | Kush Sonigara | Sailesh Jain |
| ISIN Code | INF174V01150 | INF277K01907 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days./365 | For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 |
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -1.11% | 0.06% |
| 6 Month | 5.27% | 6.27% |
| 1 Year | 14.25% | 15.45% |
| 3 Year | 7.5% | 8.18% |
| 5 Year | 11.2% | 9.33% |
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.92% | 11.23% |
| 3 Year | 11.06% | 11.17% |
| 5 Year | 11.49% | 10.38% |
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.96% | 6.98% |
| 3 Year | 10.53% | 7.02% |
| 5 Year | 9.04% | 6.87% |
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 5.82% | 3.99% |
| Sharp | 0.62% | 0.72% |
| Beta | 1.08% | 0.82% |
| Alpha | 0.2% | 0.33% |
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| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Kush Sonigara | Sailesh Jain |
| Total AUM | ₹889 Cr | ₹17041 Cr |
| Fund Manage | 3 | 7 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 33.08 | 31.53 |
| Large Cap | 55.65 | 54.06 |
| Mid Cap | 4.46 | 11.87 |
| Small Cap | 6.81 | 2.49 |
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 29.68 | 47.79 |
| Automobiles | 1.59 | - |
| Petroleum Products | 4.05 | - |
| IT - Software | 5.45 | - |
| Personal Products | 0.66 | - |
| Construction | 1.28 | 2.01 |
| Finance | 4.8 | - |
| Diversified FMCG | 4.5 | - |
| Non - Ferrous Metals | 1.53 | - |
| Banks | 12.62 | - |
| Agricultural, Commercial & Construction Vehicles | 0.54 | - |
| Pharmaceuticals & Biotechnology | 3.45 | - |
| Cement & Cement Products | 9.67 | - |
| Ferrous Metals | 2.45 | - |
| Industrial Manufacturing | 0.49 | - |
| Realty | 2.53 | - |
| Telecom - Services | 0.52 | - |
| Insurance | 0.7 | 1.17 |
| Chemicals & Petrochemicals | 0.38 | - |
| Gas | 1.08 | - |
| IT - Services | 0.39 | - |
| Fertilizers & Agrochemicals | 0.66 | - |
| Consumer Durables | 1.31 | - |
| Agricultural Food & other Products | 1.47 | - |
| Textiles & Apparels | 0.69 | - |
| Auto Components | 1.76 | - |
| Power | 2.07 | - |
| Consumable Fuels | 1.1 | - |
| Industrial Products | 1.03 | - |
| Household Products | 0.35 | - |
| Retailing | 0.72 | - |
| Capital Markets | 0.48 | - |
| Financial | - | 8.65 |
| Consumer Staples | - | 2.22 |
| Technology | - | 3.25 |
| Materials | - | 0.58 |
| Communication | - | 1.82 |
| Services | - | 1.78 |
| Healthcare | - | 2.05 |
| Sovereign | - | 6.7 |
| Energy | - | 5.12 |
| Capital Goods | - | 6.77 |
| Automobile | - | 1.64 |
| Unclassified | - | 8.4 |
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