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) | ₹558 Cr | ₹843 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 | 0.89% | 0.8% |
6 Month | 6.02% | 6.19% |
1 Year | 4.87% | 8.02% |
3 Year | 10.15% | 11.67% |
5 Year | 11.49% | 11.02% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.51% | 2.81% |
1 Year | 9.74% | 11.39% |
3 Year | 9.57% | 11.58% |
5 Year | 9.31% | 10.54% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.16% | 8.65% |
3 Year | 10.23% | 8.95% |
5 Year | 10.46% | 9.11% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.98% | 3.63% |
Sharp | 0.60% | 1.19% |
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 | 38.2 | 39.96 |
Large Cap | 46.49 | 38.37 |
Small Cap | 7.24 | 5.95 |
Mid Cap | 8.07 | 15.73 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 25.78 | 33.74 |
Energy | 5.06 | 6.58 |
Technology | 3 | 3.57 |
Industrials | 5.49 | 5.32 |
Financial Services | 23.15 | 20.47 |
Consumer Defensive | 2.36 | 1.57 |
Basic Materials | 11.08 | 11.22 |
Real Estate | 7.9 | 1.31 |
Healthcare | 4.52 | 4.23 |
Consumer Cyclical | 8.71 | 5.08 |
Utilities | 1.85 | 1.98 |
Communication Services | 1.1 | 4.96 |
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