Nippon India Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate Risk | Moderate |
Asset Size (Cr) | ₹564 Cr | ₹481 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Feb 2017 | 30 May 2015 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 353% | 544% |
Expense Ratio | 2.37 | 1.65 |
Manager | Kush Sonigara | Anand Devendra Gupta |
ISIN Code | INF174V01150 | INF204KA1W02 |
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 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
1 Month | -1.23% | -0.47% |
6 Month | -2.59% | 1.39% |
1 Year | 4.32% | 7.91% |
3 Year | 7.95% | 7.98% |
5 Year | 10.08% | 5.59% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
6 Month | - | - |
1 Year | -0.32% | 5.42% |
3 Year | 8.2% | 9.17% |
5 Year | 9.5% | 8.95% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
1 Year | 8.08% | 6.7% |
3 Year | 10.34% | 2.98% |
5 Year | 9.22% | 1.86% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Standard Deviation | 5.724% | 4.11% |
Sharp | 0.264% | 0.39% |
Beta | - | 0.67% |
Alpha | - | 0.15% |
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Fund Managers
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Name | Kush Sonigara | Anand Devendra Gupta |
Total AUM | ₹889 Cr | ₹12754 Cr |
Fund Manage | 3 | 3 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Others | 31.5 | 75.78 |
Small Cap | 9.65 | 1.93 |
Large Cap | 54.93 | 64.22 |
Mid Cap | 3.92 | 4.07 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Others | 31.5 | 75.78 |
Cement & Cement Products | 7.58 | 3.89 |
Petroleum Products | 3.92 | 5.6 |
IT - Software | 5.66 | 5.32 |
Personal Products | 0.52 | 0.23 |
Construction | 2.78 | 4.46 |
Finance | 4.25 | 2.7 |
Diversified FMCG | 4.37 | 3.86 |
Non - Ferrous Metals | 1.33 | - |
Banks | 12.53 | 16.92 |
Agricultural, Commercial & Construction Vehicles | 0.36 | 1.35 |
Pharmaceuticals & Biotechnology | 3.74 | 1.48 |
Ferrous Metals | 1.88 | 1.48 |
Industrial Manufacturing | 0.45 | - |
Realty | 2.78 | 0.38 |
Automobiles | 2.77 | 5.92 |
Industrial Products | 1.94 | 0.68 |
Insurance | 0.98 | 1.18 |
Chemicals & Petrochemicals | 0.33 | - |
Gas | 1.13 | - |
Fertilizers & Agrochemicals | 0.6 | 0.53 |
Consumer Durables | 1.13 | 0.58 |
Agricultural Food & other Products | 1.18 | - |
Textiles & Apparels | 0.61 | - |
Oil | 0.28 | - |
Auto Components | 1.57 | 0.69 |
Power | 1.89 | 4.73 |
Consumable Fuels | 0.92 | 3.15 |
Household Products | 0.37 | - |
Retailing | 0.65 | 0.43 |
Telecom - Services | - | 1.11 |
Diversified Metals | - | 3.02 |
Aerospace & Defense | - | 0.53 |
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