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Mahindra Manulife Equity Savings Fund vs Edelweiss Equity Savings Fund compare

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tortoise-icon Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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tortoise-icon 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) ₹547 Cr ₹750 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

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 2.06% 1.49%
6 Month 7.71% 8.14%
1 Year 3.47% 6.73%
3 Year 9.59% 11.3%
5 Year 11.45% 10.8%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month 2.08% 3.05%
1 Year 7.04% 10.71%
3 Year 8.95% 11.54%
5 Year 8.95% 10.46%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 7.33% 8.7%
3 Year 10.29% 8.9%
5 Year 10.34% 9.05%

Risk Management

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 5.04% 3.74%
Sharp 0.44% 1.04%
Beta - -
Alpha - -

Fund Managers

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

Market Cap

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 36.08 39
Large Cap 48.96 39.44
Small Cap 7.4 5.58
Mid Cap 7.57 15.98

Sector Allocation

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 23.04 33.21
Energy 4.94 6.85
Technology 5.26 4.12
Industrials 5.49 5.88
Financial Services 21.08 18.71
Consumer Defensive 3.24 1.82
Basic Materials 12.15 10.82
Real Estate 8.98 1.53
Healthcare 4.68 4.75
Consumer Cyclical 8.15 5.77
Utilities 1.84 1.54
Communication Services 1.13 5

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