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 | 2.49% | 2.65% |
6 Month | -1.09% | 1.72% |
1 Year | 5.53% | 10.11% |
3 Year | 7.82% | 9.81% |
5 Year | 13.33% | 11.35% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.87% | 1.96% |
1 Year | 1.71% | 6.59% |
3 Year | 8.96% | 11.21% |
5 Year | 9.49% | 10.31% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.08% | 8.68% |
3 Year | 10.34% | 8.78% |
5 Year | 9.22% | 8.77% |
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 | - | - |
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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 |
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 |
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