Mahindra Manulife Equity Savings Fund vs UTI Conservative Hybrid Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹564 Cr | ₹650 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Feb 2017 | 30 Aug 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
Turn Over | 353% | 387% |
Expense Ratio | 2.37 | 1.64 |
Manager | Kush Sonigara | V Srivatsa |
ISIN Code | INF174V01150 | INF789F1A744 |
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 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.73% | 2.16% |
6 Month | -2.48% | -0.52% |
1 Year | 5.39% | 7.02% |
3 Year | 8.05% | 10.28% |
5 Year | 14.1% | 13.63% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.37% | 0.97% |
1 Year | 0.28% | 3.65% |
3 Year | 8.75% | 10.42% |
5 Year | 9.54% | 10.85% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.08% | 10.67% |
3 Year | 10.34% | 10.51% |
5 Year | 9.22% | 10.63% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.693% | 4.5% |
Sharp | 0.259% | 0.71% |
Beta | - | 0.94% |
Alpha | - | 1.61% |
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Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Kush Sonigara | V Srivatsa |
Total AUM | ₹889 Cr | ₹7921 Cr |
Funds Managed | 3 | 3 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.12 | 33.21 |
Large Cap | 50.52 | 62.93 |
Small Cap | 8.01 | - |
Mid Cap | 8.35 | 3.86 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.02 | 32.7 |
Energy | 5.14 | 3.63 |
Technology | 6.33 | 7.79 |
Industrials | 6.44 | 2.32 |
Consumer Defensive | 6.14 | 2.03 |
Financial Services | 18.32 | 24.76 |
Basic Materials | 10.94 | 8.43 |
Healthcare | 3.85 | 2.31 |
Consumer Cyclical | 6.87 | 9.63 |
Utilities | 2.61 | 2.34 |
Communication Services | 0.35 | 3.53 |
Real Estate | - | 0.53 |
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