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 Risk | Moderate Risk |
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 | -1.23% | 0.16% |
6 Month | -2.59% | -0.18% |
1 Year | 4.32% | 6.89% |
3 Year | 7.95% | 9.98% |
5 Year | 10.08% | 10.92% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -0.16% | 3.43% |
3 Year | 8.33% | 10.29% |
5 Year | 9.66% | 10.94% |
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 | 5.724% | 4.5% |
Sharp | 0.264% | 0.66% |
Beta | - | 0.95% |
Alpha | - | 1.2% |
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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 |
Fund Manage | 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 | 31.5 | 33.86 |
Small Cap | 9.65 | 0.17 |
Large Cap | 54.93 | 23.09 |
Mid Cap | 3.92 | 0.68 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.5 | 33.86 |
Cement & Cement Products | 7.58 | 0.87 |
Petroleum Products | 3.92 | 0.43 |
IT - Software | 5.66 | 3.22 |
Personal Products | 0.52 | 0 |
Construction | 2.78 | 0.41 |
Finance | 4.25 | 1.1 |
Diversified FMCG | 4.37 | 1.26 |
Non - Ferrous Metals | 1.33 | 0.18 |
Banks | 12.53 | 6.31 |
Agricultural, Commercial & Construction Vehicles | 0.36 | - |
Pharmaceuticals & Biotechnology | 3.74 | 1.45 |
Ferrous Metals | 1.88 | -0.01 |
Industrial Manufacturing | 0.45 | - |
Realty | 2.78 | 0.2 |
Automobiles | 2.77 | 2.12 |
Industrial Products | 1.94 | - |
Insurance | 0.98 | 1 |
Chemicals & Petrochemicals | 0.33 | - |
Gas | 1.13 | 0.66 |
Fertilizers & Agrochemicals | 0.6 | - |
Consumer Durables | 1.13 | - |
Agricultural Food & other Products | 1.18 | - |
Textiles & Apparels | 0.61 | - |
Oil | 0.28 | 0.38 |
Auto Components | 1.57 | - |
Power | 1.89 | 1.45 |
Consumable Fuels | 0.92 | 0.1 |
Household Products | 0.37 | - |
Retailing | 0.65 | - |
Telecom - Services | - | 1.22 |
Diversified Metals | - | 0.8 |
Minerals & Mining | - | -0.01 |
Transport Services | - | 0.8 |
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