Edelweiss Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹551 Cr | ₹1028 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Feb 2017 | 13 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 353% | 87% |
| Expense Ratio | 2.37 | 1.6 |
| Manager | Kush Sonigara | Dhawal Dalal |
| ISIN Code | INF174V01150 | INF843K01KG9 |
| 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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.43% | -0.18% |
| 6 Month | 3.8% | 4.36% |
| 1 Year | 5.58% | 8.14% |
| 3 Year | 9.62% | 11.1% |
| 5 Year | 9.81% | 9.87% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.34% | 1.76% |
| 1 Year | 10.37% | 9.94% |
| 3 Year | 9.28% | 10.82% |
| 5 Year | 9.02% | 10.13% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.99% | 8.65% |
| 3 Year | 10.15% | 9.01% |
| 5 Year | 10.59% | 9.15% |
Risk Management
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.93% | 3.62% |
| Sharp | 0.56% | 1.08% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Kush Sonigara | Dhawal Dalal |
| Total AUM | ₹889 Cr | ₹25974 Cr |
| Funds Managed | 3 | 12 |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 37.27 | 36.42 |
| Large Cap | 47.62 | 41.23 |
| Small Cap | 7.42 | 5.55 |
| Mid Cap | 7.69 | 16.8 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 24.59 | 33.08 |
| Energy | 5.56 | 6.16 |
| Technology | 2.85 | 4.83 |
| Basic Materials | 11.03 | 10.77 |
| Industrials | 5.81 | 4.56 |
| Financial Services | 24.47 | 21.93 |
| Consumer Defensive | 2.32 | 1.71 |
| Real Estate | 6.99 | 0.84 |
| Healthcare | 5.07 | 3.43 |
| Consumer Cyclical | 7.73 | 5.42 |
| Utilities | 1.85 | 1.42 |
| Communication Services | 1.72 | 5.86 |
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