Mahindra Manulife Equity Savings Fund vs Tata Equity Savings Fund compare

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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Tata Equity Savings Fund -Regular Plan-Growth Option

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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	Moderate
Asset Size (Cr)	₹572 Cr	₹216 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	2.35	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

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month	-0.7%	-0.47%
6 Month	-0.12%	1.64%
1 Year	6.97%	9.9%
3 Year	7.8%	8.39%
5 Year	10.55%	9.03%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	-	-
1 Year	3.84%	7.41%
3 Year	9.71%	10.46%
5 Year	10.53%	9.96%

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	31.5	30.31
Small Cap	9.65	1.34
Large Cap	54.93	14.56
Mid Cap	3.92	4.11

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	31.5	30.31
Cement & Cement Products	7.58	0.49
Petroleum Products	3.92	1.75
IT - Software	5.66	2.76
Personal Products	0.52	-
Construction	2.78	0.85
Finance	4.25	0.92
Diversified FMCG	4.37	0.67
Non - Ferrous Metals	1.33	-
Banks	12.53	5.18
Agricultural, Commercial & Construction Vehicles	0.36	0.45
Pharmaceuticals & Biotechnology	3.74	1.32
Ferrous Metals	1.88	0.2
Industrial Manufacturing	0.45	0.46
Realty	2.78	-
Automobiles	2.77	0.3
Industrial Products	1.94	0.44
Insurance	0.98	-0.01
Chemicals & Petrochemicals	0.33	-
Gas	1.13	-
Fertilizers & Agrochemicals	0.6	-
Consumer Durables	1.13	0.7
Agricultural Food & other Products	1.18	-
Textiles & Apparels	0.61	-
Oil	0.28	-
Auto Components	1.57	0.56
Power	1.89	1.04
Consumable Fuels	0.92	-
Household Products	0.37	-
Retailing	0.65	-
Telecom - Services	-	0.85
Electrical Equipment	-	0.36
Financial Technology (Fintech)	-	0.34
Transport Services	-	0.41
Transport Infrastructure	-	-0.03