Edelweiss Equity Savings Fund vs Mirae Asset Equity Savings Fund compare
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹1670 Cr | ₹947 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Dec 2018 | 13 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Equity Savings Index | NIFTY Equity Savings TRI |
| Turn Over | 620% | 87% |
| Expense Ratio | 1.32 | 1.6 |
| Manager | Mahendra Kumar Jajoo | Dhawal Dalal |
| ISIN Code | INF769K01EI5 | INF843K01KG9 |
| Exits Load | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.2% | 1.22% |
| 6 Month | 5.01% | 5.72% |
| 1 Year | 7.69% | 8.86% |
| 3 Year | 11.47% | 11.52% |
| 5 Year | 11.79% | 10.9% |
SIP Return Analysis
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.07% | 2.86% |
| 1 Year | 10.56% | 11.55% |
| 3 Year | 11.14% | 11.64% |
| 5 Year | 10.61% | 10.61% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.79% | 8.65% |
| 3 Year | 11.06% | 8.95% |
| 5 Year | 12.06% | 9.11% |
Risk Management
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.43% | 3.63% |
| Sharp | 0.78% | 1.19% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Mahendra Kumar Jajoo | Dhawal Dalal |
| Total AUM | ₹8876 Cr | ₹25974 Cr |
| Funds Managed | 4 | 12 |
| Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.9 | 39.96 |
| Large Cap | 50.05 | 38.37 |
| Small Cap | 6.87 | 5.95 |
| Mid Cap | 7.18 | 15.73 |
Sector Allocation
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.76 | 33.74 |
| Energy | 3.9 | 6.58 |
| Utilities | 3.79 | 1.98 |
| Technology | 4.27 | 3.57 |
| Consumer Cyclical | 8.88 | 5.08 |
| Healthcare | 5.55 | 4.23 |
| Consumer Defensive | 3.19 | 1.57 |
| Industrials | 6.02 | 5.32 |
| Basic Materials | 6.79 | 11.22 |
| Financial Services | 20.53 | 20.47 |
| Real Estate | 1.12 | 1.31 |
| Communication Services | 2.19 | 4.96 |
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