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Mahindra Manulife Equity Savings Fund vs Tata Equity Savings Fund compare

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tortoise-icon Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Tata Equity Savings Fund -Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Moderate Low to Moderate
Asset Size (Cr) ₹564 Cr ₹250 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Feb 2017 18 Aug 2003
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 2.37 1.13
Manager Kush Sonigara Sailesh Jain
ISIN Code INF174V01150 INF277K01907
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 Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month 1.53% 1.52%
6 Month -0.24% 2.61%
1 Year 6.18% 9.77%
3 Year 8.09% 9.27%
5 Year 13.79% 11.49%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month 0.87% 1.94%
1 Year 1.71% 6.28%
3 Year 8.96% 10.49%
5 Year 9.49% 9.75%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year 8.08% 7.05%
3 Year 10.34% 7.05%
5 Year 9.22% 6.89%

Risk Management

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation 5.693% 4.048%
Sharp 0.259% 0.516%
Beta - -
Alpha - -

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Fund Managers

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
Funds Managed 3 7
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option

Market Cap

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 33.12 34.75
Large Cap 50.52 55.69
Small Cap 8.01 1.55
Mid Cap 8.35 8.02

Sector Allocation

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 33.02 34.29
Energy 5.14 6.21
Technology 6.33 3.32
Industrials 6.44 12.58
Consumer Defensive 6.14 2.97
Financial Services 18.32 19.96
Basic Materials 10.94 5.5
Healthcare 3.85 4.33
Consumer Cyclical 6.87 0.83
Utilities 2.61 4.59
Communication Services 0.35 5.41

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