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) | ₹570 Cr | ₹639 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 | 1.31% | 1.81% |
6 Month | 2.97% | 3.74% |
1 Year | 4.79% | 9.1% |
3 Year | 11.24% | 12.38% |
5 Year | 12.44% | 11.33% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.36% | 3.89% |
1 Year | 7.62% | 9.49% |
3 Year | 10.25% | 11.82% |
5 Year | 9.96% | 10.65% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.62% | 8.74% |
3 Year | 10.24% | 8.85% |
5 Year | 9.93% | 8.96% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.49% | 4.10% |
Sharp | 0.58% | 1.04% |
Beta | - | - |
Alpha | - | - |
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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 | 29.07 | 36.56 |
Large Cap | 56.78 | 48.39 |
Small Cap | 6.59 | 6.19 |
Mid Cap | 7.57 | 8.86 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 20.91 | 33.68 |
Energy | 6.27 | 9.18 |
Technology | 5.49 | 3.38 |
Industrials | 6.07 | 6.32 |
Financial Services | 23.02 | 18.57 |
Consumer Defensive | 3.77 | 2.76 |
Basic Materials | 11.45 | 9.91 |
Real Estate | 8.16 | 0.4 |
Healthcare | 4.66 | 3.81 |
Consumer Cyclical | 7.37 | 5.38 |
Utilities | 1.86 | 2.19 |
Communication Services | 0.98 | 4.41 |
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