Tata Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
| 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 | Moderate | Moderate |
| Asset Size (Cr) | ₹572 Cr | ₹216 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2017 | 18 Aug 2003 |
| 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 | 2.35 | 1.13 |
| Manager | Kush Sonigara | Sailesh Jain |
| ISIN Code | INF174V01150 | INF277K01907 |
| 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 | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 0.59% | 1.09% |
| 6 Month | 2.34% | 3.72% |
| 1 Year | 9.03% | 11.72% |
| 3 Year | 8.52% | 9.08% |
| 5 Year | 10.88% | 9.27% |
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.22% | 9.63% |
| 3 Year | 10.54% | 11.11% |
| 5 Year | 11.14% | 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 | 31.5 | 30.31 |
| Small Cap | 9.65 | 1.34 |
| Large Cap | 54.93 | 14.56 |
| Mid Cap | 3.92 | 4.11 |
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 31.5 | 30.31 |
| Cement & Cement Products | 7.58 | 0.49 |
| Petroleum Products | 3.92 | 1.75 |
| IT - Software | 5.66 | 2.76 |
| Personal Products | 0.52 | - |
| Construction | 2.78 | 0.85 |
| Finance | 4.25 | 0.92 |
| Diversified FMCG | 4.37 | 0.67 |
| Non - Ferrous Metals | 1.33 | - |
| Banks | 12.53 | 5.18 |
| Agricultural, Commercial & Construction Vehicles | 0.36 | 0.45 |
| Pharmaceuticals & Biotechnology | 3.74 | 1.32 |
| Ferrous Metals | 1.88 | 0.2 |
| Industrial Manufacturing | 0.45 | 0.46 |
| Realty | 2.78 | - |
| Automobiles | 2.77 | 0.3 |
| Industrial Products | 1.94 | 0.44 |
| Insurance | 0.98 | -0.01 |
| Chemicals & Petrochemicals | 0.33 | - |
| Gas | 1.13 | - |
| Fertilizers & Agrochemicals | 0.6 | - |
| Consumer Durables | 1.13 | 0.7 |
| Agricultural Food & other Products | 1.18 | - |
| Textiles & Apparels | 0.61 | - |
| Oil | 0.28 | - |
| Auto Components | 1.57 | 0.56 |
| Power | 1.89 | 1.04 |
| Consumable Fuels | 0.92 | - |
| Household Products | 0.37 | - |
| Retailing | 0.65 | - |
| Telecom - Services | - | 0.85 |
| Electrical Equipment | - | 0.36 |
| Financial Technology (Fintech) | - | 0.34 |
| Transport Services | - | 0.41 |
| Transport Infrastructure | - | -0.03 |
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