Mahindra Manulife Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Fund | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1399 Cr | ₹21417 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 23 Aug 2021 | 27 Aug 1998 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 77% | 20% |
Expense Ratio | 2.08 | 1.68 |
Manager | Manish Lodha | Dhaval Joshi |
ISIN Code | INF174V01AP8 | INF209K01AJ8 |
Exits Load | Mahindra Manulife Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
1 Month | -2.75% | -2.45% |
6 Month | -13.63% | -11.57% |
1 Year | 1.48% | 5.26% |
3 Year | 14.06% | 13.09% |
5 Year | - | 18.06% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
6 Month | -8.33% | -8.38% |
1 Year | -15.23% | -12.4% |
3 Year | 11.25% | 12.31% |
5 Year | - | 14.62% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
1 Year | 21.25% | 17.42% |
3 Year | 15.9% | 16.25% |
5 Year | - | 16.95% |
Risk Management
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 13.527% | 12.55% |
Sharp | 0.583% | 0.44% |
Beta | 0.953% | 0.95% |
Alpha | 0.204% | -0.39% |
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Fund Managers
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Name | Manish Lodha | Dhaval Joshi |
Total AUM | ₹10881 Cr | ₹361932 Cr |
Fund Manage | 9 | 55 |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 2.40381 | 2.96802 |
Large Cap | 66.22147 | 68.48317 |
Mid Cap | 16.67396 | 18.18885 |
Small Cap | 14.70075 | 10.35996 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 2.40381 | 1.3816 |
Energy | 6.01046 | 5.5394 |
Technology | 8.36456 | 11.13981 |
Consumer Defensive | 5.24474 | 7.49516 |
Industrials | 13.51589 | 11.65588 |
Consumer Cyclical | 12.61075 | 11.36718 |
Basic Materials | 9.86115 | 8.10375 |
Financial Services | 31.9675 | 30.81655 |
Healthcare | 4.09539 | 8.64773 |
Utilities | 2.41291 | 0.07599 |
Communication Services | 3.51283 | 3.17648 |
Real Estate | - | 0.60047 |
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