Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Equity Savings Fund vs Mahindra Manulife Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Invest Now

tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

ICICI Prudential Dividend Yield Equity Fund Growth Option ICICI Prudential Dividend Yield Equity Fund Growth Option

3Y Returns22.53%

VS

Tata Dividend Yield Fund-Regular Plan-Growth Tata Dividend Yield Fund-Regular Plan-Growth

3Y Returns16.56%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns20.75%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns17.01%

Compare Now

Franklin India Corporate Debt Fund - Growth Franklin India Corporate Debt Fund - Growth

3Y Returns7.67%

VS

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns7.25%

Compare Now

ICICI Prudential Large Cap Fund - Growth ICICI Prudential Large Cap Fund - Growth

3Y Returns17.6%

VS

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now
Add to Cart Successfully