Mahindra Manulife Equity Savings Fund vs Edelweiss Equity Savings Fund compare
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹564 Cr | ₹572 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 | 1.08% | 0.8% |
6 Month | 1.22% | 2.91% |
1 Year | 5.18% | 8.27% |
3 Year | 10.84% | 11.77% |
5 Year | 12.98% | 11.26% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.49% | 3.03% |
1 Year | 5.53% | 7.72% |
3 Year | 9.52% | 11.2% |
5 Year | 9.54% | 10.25% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.62% | 8.74% |
3 Year | 10.24% | 8.85% |
5 Year | 9.93% | 8.96% |
Risk Management
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.693% | 4.089% |
Sharp | 0.259% | 0.716% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 33.12 | 34.35 |
Large Cap | 50.52 | 46.78 |
Small Cap | 8.01 | 6.5 |
Mid Cap | 8.35 | 12.37 |
Sector Allocation
Scheme Name |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.02 | 31.74 |
Energy | 5.14 | 10.61 |
Technology | 6.33 | 3.67 |
Industrials | 6.44 | 8.32 |
Consumer Defensive | 6.14 | 1.94 |
Financial Services | 18.32 | 17.32 |
Basic Materials | 10.94 | 8.54 |
Healthcare | 3.85 | 3.58 |
Consumer Cyclical | 6.87 | 9.31 |
Utilities | 2.61 | 2.52 |
Communication Services | 0.35 | 2.02 |
Real Estate | - | 0.45 |
Top Comparisons
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns19.06%
UTI Focused Fund- Regular Plan - Growth Option
3Y Returns19.31%
Franklin India Debt Hybrid Fund - Growth
3Y Returns10.94%
Franklin India Debt Hybrid Fund - Growth
3Y Returns10.94%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns7.3%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns6.21%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns19.24%
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan
3Y Returns14.28%