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) | ₹1574 Cr | ₹750 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 | 1.47% | 1.49% |
6 Month | 9.26% | 8.14% |
1 Year | 5.26% | 6.73% |
3 Year | 11.1% | 11.3% |
5 Year | 12.11% | 10.8% |
SIP Return Analysis
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.35% | 3.05% |
1 Year | 9.8% | 10.71% |
3 Year | 11.07% | 11.54% |
5 Year | 10.52% | 10.46% |
Rolling Lumpsum Returns
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.94% | 8.7% |
3 Year | 11.12% | 8.9% |
5 Year | 12.01% | 9.05% |
Risk Management
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.53% | 3.74% |
Sharp | 0.65% | 1.04% |
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 | 37.18 | 39 |
Large Cap | 49.32 | 39.44 |
Small Cap | 6.96 | 5.58 |
Mid Cap | 6.55 | 15.98 |
Sector Allocation
Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 35.14 | 33.21 |
Energy | 3.85 | 6.85 |
Utilities | 3.76 | 1.54 |
Technology | 4.47 | 4.12 |
Consumer Cyclical | 8.25 | 5.77 |
Healthcare | 5.4 | 4.75 |
Consumer Defensive | 2.62 | 1.82 |
Industrials | 6.09 | 5.88 |
Basic Materials | 6.4 | 10.82 |
Financial Services | 20.63 | 18.71 |
Real Estate | 1.19 | 1.53 |
Communication Services | 2.2 | 5 |
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