PGIM India Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
PGIM India Equity Savings Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate Risk | Low to Moderate |
Asset Size (Cr) | ₹564 Cr | ₹90 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Feb 2017 | 14 Feb 2025 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 353% | 69% |
Expense Ratio | 2.37 | 1.32 |
Manager | Kush Sonigara | Puneet Pal |
ISIN Code | INF174V01150 | INF223J01FB7 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
1 Month | -1.23% | 0.21% |
6 Month | -2.59% | 1.12% |
1 Year | 4.32% | 5.86% |
3 Year | 7.95% | 6.12% |
5 Year | 10.08% | 7.22% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -0.16% | 3.97% |
3 Year | 8.33% | 6.59% |
5 Year | 9.66% | 7.41% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
1 Year | 8.08% | 7.48% |
3 Year | 10.34% | 7.33% |
5 Year | 9.22% | 7.5% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Standard Deviation | 5.724% | 2.165% |
Sharp | 0.264% | -0.085% |
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 | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Name | Kush Sonigara | Puneet Pal |
Total AUM | ₹889 Cr | ₹20950 Cr |
Fund Manage | 3 | 19 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Others | 31.5 | 32.37 |
Small Cap | 9.65 | 0.4 |
Large Cap | 54.93 | 61.17 |
Mid Cap | 3.92 | 6.06 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Others | 31.5 | 32.37 |
Cement & Cement Products | 7.58 | 6.95 |
Petroleum Products | 3.92 | 6.46 |
IT - Software | 5.66 | 2.06 |
Personal Products | 0.52 | 2.26 |
Construction | 2.78 | 0.58 |
Finance | 4.25 | 8.45 |
Diversified FMCG | 4.37 | - |
Non - Ferrous Metals | 1.33 | 0.32 |
Banks | 12.53 | 12.08 |
Agricultural, Commercial & Construction Vehicles | 0.36 | - |
Pharmaceuticals & Biotechnology | 3.74 | 0.66 |
Ferrous Metals | 1.88 | 11.63 |
Industrial Manufacturing | 0.45 | - |
Realty | 2.78 | - |
Automobiles | 2.77 | 1.15 |
Industrial Products | 1.94 | 0.17 |
Insurance | 0.98 | 0.76 |
Chemicals & Petrochemicals | 0.33 | 0.22 |
Gas | 1.13 | - |
Fertilizers & Agrochemicals | 0.6 | - |
Consumer Durables | 1.13 | 4.45 |
Agricultural Food & other Products | 1.18 | - |
Textiles & Apparels | 0.61 | - |
Oil | 0.28 | - |
Auto Components | 1.57 | - |
Power | 1.89 | - |
Consumable Fuels | 0.92 | - |
Household Products | 0.37 | - |
Retailing | 0.65 | 0.31 |
IT - Services | - | 0.11 |
Healthcare Services | - | 0.31 |
Aerospace & Defense | - | 0.15 |
Telecom - Services | - | 1.4 |
Beverages | - | 0.95 |
Food Products | - | 0.16 |
Minerals & Mining | - | 2.68 |
Transport Services | - | 0.29 |
Transport Infrastructure | - | 3.07 |
Top Comparisons
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%
Axis Gold Fund - Regular Plan - Growth Option
3Y Returns18.46%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns17.71%
SBI Focused Equity Fund - Regular Plan -Growth
3Y Returns10.94%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns18.38%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%