Mirae Asset Equity Savings Fund vs Nippon India Equity Savings Fund compare
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Fund | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹920 Cr | ₹1814 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 May 2015 | 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 | 544% | 620% |
| Expense Ratio | 1.65 | 1.32 |
| Manager | Anand Devendra Gupta | Mahendra Kumar Jajoo |
| ISIN Code | INF204KA1W02 | INF769K01EI5 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Month | - | 0.53% |
| 6 Month | - | 2.31% |
| 1 Year | - | 9.1% |
| 3 Year | - | 11.26% |
| 5 Year | - | 10.18% |
SIP Return Analysis
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | - | 1.41% |
| 1 Year | - | 8.64% |
| 3 Year | - | 10.02% |
| 5 Year | - | 9.95% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | - | 10.36% |
| 3 Year | - | 11.12% |
| 5 Year | - | 11.96% |
Risk Management
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 3.50% | 5.35% |
| Sharp | 0.59% | 0.83% |
| Beta | 0.67% | 1.19% |
| Alpha | 0.15% | 0.41% |
Fund Managers
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Name | Anand Devendra Gupta | Mahendra Kumar Jajoo |
| Total AUM | ₹12754 Cr | ₹8876 Cr |
| Funds Managed | 3 | 4 |
| Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
| Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 75.78 | 37.86 |
| Large Cap | 64.22 | 49.46 |
| Small Cap | 1.93 | 5.36 |
| Mid Cap | 4.07 | 7.32 |
Sector Allocation
| Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 75.78 | 33.18 |
| Telecom - Services | 1.11 | - |
| Petroleum Products | 5.6 | - |
| IT - Software | 5.32 | - |
| Construction | 4.46 | - |
| Pharmaceuticals & Biotechnology | 1.48 | - |
| Personal Products | 0.23 | - |
| Ferrous Metals | 1.48 | - |
| Finance | 2.7 | - |
| Consumer Durables | 0.58 | - |
| Diversified FMCG | 3.86 | - |
| Banks | 16.92 | - |
| Cement & Cement Products | 3.89 | - |
| Automobiles | 5.92 | - |
| Insurance | 1.18 | - |
| Diversified Metals | 3.02 | - |
| Agricultural, Commercial & Construction Vehicles | 1.35 | - |
| Aerospace & Defense | 0.53 | - |
| Realty | 0.38 | - |
| Industrial Products | 0.68 | - |
| Consumable Fuels | 3.15 | - |
| Fertilizers & Agrochemicals | 0.53 | - |
| Retailing | 0.43 | - |
| Power | 4.73 | - |
| Auto Components | 0.69 | - |
| Energy | - | 3.43 |
| Utilities | - | 2.98 |
| Technology | - | 5.64 |
| Consumer Cyclical | - | 8.91 |
| Basic Materials | - | 6.68 |
| Healthcare | - | 5.42 |
| Consumer Defensive | - | 3.02 |
| Industrials | - | 6.02 |
| Financial Services | - | 21.79 |
| Real Estate | - | 0.98 |
| Communication Services | - | 1.96 |
Top Comparisons
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns13.4%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns22.57%
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.02%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.45%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns14.44%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns16.02%
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns19.92%