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) | ₹1814 Cr | ₹1106 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹99 | ₹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 | 0.76% | 0.72% |
| 6 Month | 3.72% | 4.78% |
| 1 Year | 8.42% | 8.64% |
| 3 Year | 11.7% | 11.78% |
| 5 Year | 10.74% | 9.91% |
SIP Return Analysis
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | 1.56% |
| 1 Year | 9.21% | 9.34% |
| 3 Year | 10.49% | 10.82% |
| 5 Year | 10.25% | 10.2% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.44% | 8.62% |
| 3 Year | 11.11% | 9.02% |
| 5 Year | 11.99% | 9.16% |
Risk Management
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.43% | 3.62% |
| Sharp | 0.74% | 1.08% |
| 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 | 37.67 | 36.42 |
| Large Cap | 49.14 | 41.23 |
| Small Cap | 6.13 | 5.55 |
| Mid Cap | 7.06 | 16.8 |
Sector Allocation
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35 | 33.08 |
| Energy | 3.52 | 6.16 |
| Utilities | 3.18 | 1.42 |
| Technology | 4.93 | 4.83 |
| Consumer Cyclical | 8 | 5.42 |
| Basic Materials | 6.56 | 10.77 |
| Healthcare | 5.51 | 3.43 |
| Consumer Defensive | 2.95 | 1.71 |
| Industrials | 5.64 | 4.56 |
| Financial Services | 21.69 | 21.93 |
| Real Estate | 1.04 | 0.84 |
| Communication Services | 1.98 | 5.86 |
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