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 | 2.48% | 1.95% |
6 Month | -9.94% | -10.93% |
1 Year | 0.38% | 3.52% |
3 Year | 12.26% | 11.42% |
5 Year | - | 22.66% |
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 | -4.84% | -4.26% |
1 Year | -11.1% | -7.56% |
3 Year | 12.02% | 13.61% |
5 Year | - | 15.05% |
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% | 0.96% |
Alpha | 0.204% | -0.36% |
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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 |
Funds Managed | 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 | 2.4 | 1.22 |
Large Cap | 66.22 | 70.79 |
Mid Cap | 16.67 | 17.25 |
Small Cap | 14.7 | 10.72 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 2.4 | 1.22 |
Energy | 6.01 | - |
Technology | 8.36 | - |
Consumer Defensive | 5.24 | - |
Industrials | 13.52 | - |
Consumer Cyclical | 12.61 | - |
Basic Materials | 9.86 | - |
Financial Services | 31.97 | - |
Healthcare | 4.1 | - |
Utilities | 2.41 | - |
Communication Services | 3.51 | - |
Telecom - Services | - | 3.14 |
Petroleum Products | - | 5.4 |
IT - Software | - | 10.03 |
Pharmaceuticals & Biotechnology | - | 5.52 |
Construction | - | 2.34 |
Finance | - | 5.94 |
Consumer Durables | - | 2.43 |
Banks | - | 22.94 |
Non - Ferrous Metals | - | 1.63 |
Cement & Cement Products | - | 2.51 |
Healthcare Services | - | 1.97 |
Electrical Equipment | - | 2.2 |
Auto Components | - | 4.82 |
Automobiles | - | 5.47 |
Chemicals & Petrochemicals | - | 2.51 |
Personal Products | - | 1.18 |
Insurance | - | 4.04 |
Industrial Products | - | 3.32 |
Agricultural Food & other Products | - | 1.68 |
Retailing | - | 2.07 |
Fertilizers & Agrochemicals | - | 0.4 |
Minerals & Mining | - | 0.35 |
Transport Services | - | 0.76 |
Industrial Manufacturing | - | 0.42 |
Realty | - | 0.58 |
Capital Markets | - | 0.54 |
Ferrous Metals | - | 1.17 |
Beverages | - | 3.4 |
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