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) | ₹547 Cr | ₹750 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 | 1.4% | 1.22% |
6 Month | 7.12% | 7.96% |
1 Year | 2.74% | 6.78% |
3 Year | 8.97% | 10.95% |
5 Year | 11.3% | 10.77% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.08% | 3.05% |
1 Year | 7.04% | 10.71% |
3 Year | 8.95% | 11.54% |
5 Year | 8.95% | 10.46% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.33% | 8.7% |
3 Year | 10.29% | 8.9% |
5 Year | 10.34% | 9.05% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.04% | 3.74% |
Sharp | 0.44% | 1.04% |
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 | 34.83 | 42.26 |
Large Cap | 50.36 | 40.35 |
Small Cap | 7.12 | 5.59 |
Mid Cap | 7.69 | 11.8 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 21.93 | 37.57 |
Energy | 5.05 | 7.34 |
Technology | 5.18 | 2.88 |
Industrials | 6.24 | 4.85 |
Financial Services | 21.55 | 18.61 |
Consumer Defensive | 3.14 | 1.95 |
Basic Materials | 12.47 | 7.08 |
Real Estate | 8.87 | 1.53 |
Healthcare | 4.98 | 4.36 |
Consumer Cyclical | 7.58 | 6.32 |
Utilities | 1.88 | 1.78 |
Communication Services | 1.13 | 5.73 |
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