Mirae Asset Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
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 | Moderate | Moderately High |
Asset Size (Cr) | ₹564 Cr | ₹1371 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Feb 2017 | 17 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 | 2.37 | 1.32 |
Manager | Kush Sonigara | Mahendra Kumar Jajoo |
ISIN Code | INF174V01150 | INF769K01EI5 |
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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Month | 2.66% | 4.14% |
6 Month | -2.5% | -1.56% |
1 Year | 5.4% | 9.04% |
3 Year | 8.2% | 10.07% |
5 Year | 14.07% | 14.68% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | -0.37% | 0.54% |
1 Year | 0.28% | 3.52% |
3 Year | 8.75% | 10.6% |
5 Year | 9.54% | 10.77% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 8.08% | 11.5% |
3 Year | 10.34% | 11.11% |
5 Year | 9.22% | 11.78% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 5.693% | 5.742% |
Sharp | 0.259% | 0.406% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 33.12 | 30.93 |
Large Cap | 50.52 | 53.76 |
Small Cap | 8.01 | 7.82 |
Mid Cap | 8.35 | 7.48 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 33.02 | 29.65 |
Energy | 5.14 | 4.71 |
Technology | 6.33 | 8.79 |
Industrials | 6.44 | 7 |
Consumer Defensive | 6.14 | 2.66 |
Financial Services | 18.32 | 20.06 |
Basic Materials | 10.94 | 5.93 |
Healthcare | 3.85 | 6.04 |
Consumer Cyclical | 6.87 | 7.7 |
Utilities | 2.61 | 3.68 |
Communication Services | 0.35 | 2.23 |
Real Estate | - | 1.56 |
Top Comparisons
Kotak Gilt-Investment Regular-Growth
3Y Returns6.95%
Kotak Gilt-Investment Regular-Growth
3Y Returns6.95%
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
3Y Returns0%
Franklin India Opportunities Fund - Growth
3Y Returns27.61%
DSP Quant Fund - Regular Plan - Growth
3Y Returns8.17%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns13.49%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns16.13%