Tata Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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Tata Equity Savings Fund -Regular Plan-Growth Option

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Overview

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Fund	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderate
Asset Size (Cr)	₹502 Cr	₹156 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	05 Feb 2017	26 Apr 1997
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	353%	59.93%
Expense Ratio	2.39	1.11
Manager	Kush Sonigara	Sailesh Jain
ISIN Code	INF174V01150	INF277K01907
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days./365	For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month	-1.67%	-0.46%
6 Month	3.6%	4.61%
1 Year	12.17%	14.42%
3 Year	7.56%	8.26%
5 Year	10.9%	9.11%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	-	-
1 Year	8.92%	11.23%
3 Year	11.06%	11.17%
5 Year	11.49%	10.38%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year	7.96%	6.98%
3 Year	10.53%	7.02%
5 Year	9.04%	6.87%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	5.82%	3.99%
Sharp	0.62%	0.72%
Beta	1.08%	0.82%
Alpha	0.2%	0.33%

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Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Name	Kush Sonigara	Sailesh Jain
Total AUM	₹889 Cr	₹17041 Cr
Fund Manage	3	7
	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	33.08	31.53
Large Cap	55.65	54.06
Mid Cap	4.46	11.87
Small Cap	6.81	2.49

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	29.68	47.79
Automobiles	1.59	-
Petroleum Products	4.05	-
IT - Software	5.45	-
Personal Products	0.66	-
Construction	1.28	2.01
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	1.17
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	-
Financial	-	8.65
Consumer Staples	-	2.22
Technology	-	3.25
Materials	-	0.58
Communication	-	1.82
Services	-	1.78
Healthcare	-	2.05
Sovereign	-	6.7
Energy	-	5.12
Capital Goods	-	6.77
Automobile	-	1.64
Unclassified	-	8.4