Mirae Asset Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Mirae Asset Equity Savings Fund- Regular Plan- Growth

Invest Now

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 Mirae Asset Equity Savings Fund- Regular Plan- Growth
Fund Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹502 Cr ₹1123 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Feb 2017 15 Dec 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI Nifty Equity Savings Index
Turn Over 353% 620%
Expense Ratio 2.39 1.31
Manager Kush Sonigara Mahendra Kumar Jajoo
ISIN Code INF174V01150 INF769K01EI5
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days./365 I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Month -1.91% -2.03%
6 Month 3.35% 5.09%
1 Year 11.9% 14.64%
3 Year 7.46% 8.86%
5 Year 10.84% 11.49%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month - -
1 Year 8.92% 11.76%
3 Year 11.06% 12.34%
5 Year 11.49% 12.27%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year 7.96% 11.46%
3 Year 10.53% 11.28%
5 Year 9.04% 11.9%

Risk Management

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation 5.82% 5.04%
Sharp 0.62% 0.76%
Beta 1.08% 1%
Alpha 0.2% 0.74%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
Name Kush Sonigara Mahendra Kumar Jajoo
Total AUM ₹889 Cr ₹8876 Cr
Fund Manage 3 4
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

Market Cap

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 33.08 32.2
Large Cap 55.65 50.28
Mid Cap 4.46 9.39
Small Cap 6.81 4.06

Sector Allocation

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 29.68 42.01
Automobiles 1.59 -
Petroleum Products 4.05 -
IT - Software 5.45 -
Personal Products 0.66 -
Construction 1.28 1.69
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 0.24
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 -
Healthcare - 1.51
Materials - 1.73
Chemicals - 0.16
Consumer Staples - 1.74
Financial - 17.96
Automobile - 2.14
Services - 0.56
Communication - 2.3
Consumer Discretionary - 0.29
Metals & Mining - 1.1
Energy - 3.23
Technology - 2.78
Capital Goods - 1.62
Sovereign - 14.87

Top Comparisons

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns6.02%

VS

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.02%

Compare Now

PGIM India Money Market Fund - Regular Plan - Growth Option PGIM India Money Market Fund - Regular Plan - Growth Option

3Y Returns6.07%

VS

Axis Money Market Fund - Regular Plan - Growth Option Axis Money Market Fund - Regular Plan - Growth Option

3Y Returns6.48%

Compare Now

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

Tata Nifty MidSmall Healthcare Index Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

3Y Returns0%

Compare Now

SBI Blue Chip Fund-Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth

3Y Returns11.71%

VS

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns18.29%

Compare Now
Request call back
Add to Cart Successfully