SBI Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare

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

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tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

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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 SBI Equity Savings Fund - Regular Plan - Growth
Fund Mahindra Manulife Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹502 Cr ₹4866 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Feb 2017 01 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% 39%
Expense Ratio 2.39 1.19
Manager Kush Sonigara Pradeep Kesavan
ISIN Code INF174V01150 INF200KA1DA4
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days./365 Exit load of 0.10% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth
1 Month 0.56% 2.31%
6 Month 7.57% 10.77%
1 Year 17.21% 16.02%
3 Year 9.81% 10.58%
5 Year 12.37% 12.26%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 6.81% 7.52%
3 Year 17.58% 20.51%
5 Year 34.12% 35.97%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth
1 Year 12.02% 11.78%
3 Year 27.51% 28.27%
5 Year 36.53% 38.1%

Risk Management

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth
Standard Deviation 5.82% 4.73%
Sharp 0.62% 0.69%
Beta 1.08% 0.83%
Alpha 0.2% 1.59%

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Fund Managers

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth
Name Kush Sonigara Pradeep Kesavan
Total AUM ₹889 Cr ₹434274 Cr
Fund Manage 3 43
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

SBI Equity Savings Fund - Regular Plan - Growth

Others 33.08 26.22
Large Cap 55.65 35.85
Mid Cap 4.46 8.09
Small Cap 6.81 9.59

Sector Allocation

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

SBI Equity Savings Fund - Regular Plan - Growth

Others 29.68 40.65
Automobiles 1.59 -
Petroleum Products 4.05 -
IT - Software 5.45 -
Personal Products 0.66 -
Construction 1.28 2.55
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 -
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 -
Services - 1.62
Healthcare - 3.2959746043559E-17
Financial - 14.68
Consumer Staples - -6.9388939039072E-17
Materials - 2.35
Automobile - 0.74
Energy - 2.74
Technology - -9.7144514654701E-17
Consumer Discretionary - 2
Metals & Mining - 1.08
Communication - 2.95
Capital Goods - 0.71
Sovereign - 6.11
Textiles - 1.57

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