Mahindra Manulife Equity Savings Fund vs Edelweiss Equity Savings Fund compare

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Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹551 Cr	₹1106 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

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month	0.53%	0.91%
6 Month	3.81%	3.72%
1 Year	6.89%	7.6%
3 Year	10.01%	11.4%
5 Year	9.64%	9.81%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month	2.36%	2.15%
1 Year	10.16%	10.13%
3 Year	9.11%	10.75%
5 Year	8.96%	10.16%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year	6.95%	8.62%
3 Year	10.14%	9.03%
5 Year	10.53%	9.18%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation	5.82%	3.86%
Sharp	0.74%	1.32%
Beta	1.09%	0.74%
Alpha	-0.49%	2%

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

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	31.54	-7.85
Large Cap	54.87	42.87
Small Cap	7.89	6.83
Mid Cap	5.7	16.94

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	24.56	-8.01
Petroleum Products	4.76	5.8
IT - Software	2.85	3.43
Pharmaceuticals & Biotechnology	5.54	2.27
Industrial Manufacturing	0.45	0.36
Construction	2.61	0.97
Finance	6.44	2.24
Banks	17.56	17.77
Diversified FMCG	1.68	0.61
Non - Ferrous Metals	0.51	1.65
Realty	6.98	0.84
Cement & Cement Products	6.82	2.84
Ferrous Metals	2.04	1.21
Automobiles	3.42	1.55
Industrial Products	2.74	1
Insurance	0.48	0.83
Chemicals & Petrochemicals	0.31	0.6
Gas	0.64	0.11
Fertilizers & Agrochemicals	0.9	3.36
Agricultural Food & other Products	0.65	0.3
Textiles & Apparels	0.5	0.16
Oil	0.4	0.05
Consumer Durables	0.99	1.03
Auto Components	2.05	0.87
Telecom - Services	1.72	5.86
Consumable Fuels	0.4	0.02
Retailing	0.78	1.35
Power	1.22	1.15
Healthcare Services	-	1.15
Financial Technology (Fintech)	-	0.38
Leisure Services	-	0.37
Aerospace & Defense	-	0.72
Electrical Equipment	-	0.79
Other Consumer Services	-	0.17
Commercial Services & Supplies	-	0.08
Capital Markets	-	1.04
IT - Services	-	0.07
Food Products	-	0.23
Beverages	-	0.41
Diversified Metals	-	0.45
Metals & Minerals Trading	-	0.29
Minerals & Mining	-	0.68
Transport Services	-	0.16
Transport Infrastructure	-	1.58