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) | ₹1732 Cr | ₹1028 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 | -0.13% | 0.04% |
| 6 Month | 3.15% | 4.59% |
| 1 Year | 6.39% | 7.82% |
| 3 Year | 10.94% | 11.12% |
| 5 Year | 10.65% | 9.9% |
SIP Return Analysis
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.85% | 1.76% |
| 1 Year | 10.55% | 9.94% |
| 3 Year | 10.63% | 10.82% |
| 5 Year | 10.24% | 10.13% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.5% | 8.65% |
| 3 Year | 11.12% | 9.01% |
| 5 Year | 12.01% | 9.15% |
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 | 36.73 | 40.06 |
| Large Cap | 49.77 | 36.8 |
| Small Cap | 6.3 | 6.44 |
| Mid Cap | 7.2 | 16.7 |
Sector Allocation
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.03 | 34.42 |
| Energy | 3.26 | 5.59 |
| Utilities | 3.49 | 1.5 |
| Technology | 4.83 | 4.49 |
| Consumer Cyclical | 8.05 | 4.57 |
| Basic Materials | 6.96 | 10.89 |
| Healthcare | 5.56 | 4.04 |
| Consumer Defensive | 3.13 | 1.5 |
| Industrials | 5.71 | 4.94 |
| Financial Services | 21.81 | 21.45 |
| Real Estate | 1.18 | 1.66 |
| Communication Services | 1.99 | 4.94 |
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