Edelweiss Equity Savings Fund vs Mahindra Manulife 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 Moderately High Moderate
Asset Size (Cr) ₹502 Cr ₹439 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Feb 2017 05 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 2.39 1.56
Manager Kush Sonigara Dhawal Dalal
ISIN Code INF174V01150 INF843K01KG9
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days./365 Exit load of 0.25%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 0.56% 1.46%
6 Month 7.57% 8.36%
1 Year 17.21% 17.47%
3 Year 9.81% 9.74%
5 Year 12.37% 11.2%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.81% 7.57%
3 Year 17.58% 18.17%
5 Year 34.12% 31.29%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 12.02% 10.33%
3 Year 27.51% 24.66%
5 Year 36.53% 33.06%

Risk Management

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 0.62% 0.76%
Beta 1.08% 0.73%
Alpha 0.2% 0.63%

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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
Fund Manage 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 33.08 35.98
Large Cap 55.65 43.95
Small Cap 6.81 4.55
Mid Cap 4.46 15.51

Sector Allocation

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 29.68 56.09
Cement & Cement Products 9.67 -
Petroleum Products 4.05 -
Finance 4.8 -
Banks 12.62 -
Diversified FMCG 4.5 -
Realty 2.53 -
Pharmaceuticals & Biotechnology 3.45 -
IT - Software 5.45 -
Power 2.07 -
Ferrous Metals 2.45 -
Non - Ferrous Metals 1.53 -
Construction 1.28 1.57
Consumable Fuels 1.1 -
Gas 1.08 -
Agricultural Food & other Products 1.47 -
Auto Components 1.76 -
Automobiles 1.59 -
Consumer Durables 1.31 -
Retailing 0.72 -
Insurance 0.7 -
Textiles & Apparels 0.69 -
Fertilizers & Agrochemicals 0.66 -
Personal Products 0.66 -
Industrial Products 1.03 -
Agricultural, Commercial & Construction Vehicles 0.54 -
Telecom - Services 0.52 -
Industrial Manufacturing 0.49 -
Capital Markets 0.48 -
IT - Services 0.39 -
Chemicals & Petrochemicals 0.38 -
Household Products 0.35 -
Sovereign - 15.22
Financial - 8.36
Materials - 0.9
Services - 2.52
Capital Goods - 0.67
Energy - 2.58
Unclassified - 2.43
Communication - 0.96
Technology - 2.13
Consumer Staples - 1.65
Automobile - 2.04
Healthcare - 1.85
Metals & Mining - 0.38
Chemicals - 0.47
Textiles - 0.17

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