Mirae Asset Equity Savings Fund vs Edelweiss Equity Savings Fund compare

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tortoise-icon Mirae Asset 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 Mirae Asset Equity Savings Fund- Regular Plan- Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund Mirae Asset 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) ₹1123 Cr ₹439 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 15 Dec 2018 05 Oct 2014
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark Nifty Equity Savings Index NIFTY Equity Savings TRI
Turn Over 620% 87%
Expense Ratio 1.31 1.56
Manager Mahendra Kumar Jajoo Dhawal Dalal
ISIN Code INF769K01EI5 INF843K01KG9
Exits Load I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365 Exit load of 0.25%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month -2.03% -1.46%
6 Month 5.09% 5.01%
1 Year 14.64% 13.66%
3 Year 8.86% 8.54%
5 Year 11.49% 10.27%

SIP Return Analysis

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.76% 11.83%
3 Year 12.34% 11.97%
5 Year 12.27% 11.08%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 11.46% 8.56%
3 Year 11.28% 8.69%
5 Year 11.9% 8.49%

Risk Management

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 5.04% 3.86%
Sharp 0.76% 0.63%
Beta 1% 0.23%
Alpha 0.74% 1.16%

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Fund Managers

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name Mahendra Kumar Jajoo Dhawal Dalal
Total AUM ₹8876 Cr ₹25974 Cr
Fund Manage 4 12
Mirae Asset Equity Savings Fund- Regular Plan- Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 32.2 35.98
Large Cap 50.28 43.95
Mid Cap 9.39 15.51
Small Cap 4.06 4.55

Sector Allocation

Scheme Name

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 42.01 56.09
Healthcare 1.51 1.85
Materials 1.73 0.9
Chemicals 0.16 0.47
Consumer Staples 1.74 1.65
Financial 17.96 8.36
Automobile 2.14 2.04
Services 0.56 2.52
Communication 2.3 0.96
Consumer Discretionary 0.29 -
Metals & Mining 1.1 0.38
Energy 3.23 2.58
Insurance 0.24 -
Technology 2.78 2.13
Construction 1.69 1.57
Capital Goods 1.62 0.67
Sovereign 14.87 15.22
Textiles - 0.17
Unclassified - 2.43

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