Mahindra Manulife Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
---|---|---|
Fund | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49112 Cr | ₹1399 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 11 Sep 2009 | 23 Aug 2021 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 16.04% | 77% |
Expense Ratio | 1.48 | 2.08 |
Manager | Harsha Upadhyaya | Manish Lodha |
ISIN Code | INF174K01336 | INF174V01AP8 |
Exits Load | Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
---|---|---|
1 Month | 7.23% | 6.1% |
6 Month | -9.68% | -11.67% |
1 Year | 5.71% | 3.88% |
3 Year | 13.51% | 13.2% |
5 Year | 24.07% | - |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
---|---|---|
6 Month | -2.11% | -3.32% |
1 Year | -5.77% | -8.02% |
3 Year | 14.87% | 14.24% |
5 Year | 16% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
---|---|---|
1 Year | 12.91% | 21.25% |
3 Year | 15.14% | 15.9% |
5 Year | 15.31% | - |
Risk Management
Scheme Name | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 12.26% | 13.527% |
Sharp | 0.49% | 0.583% |
Beta | 0.91% | 0.953% |
Alpha | 0.38% | 0.204% |
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Fund Managers
Scheme Name | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
---|---|---|
Name | Harsha Upadhyaya | Manish Lodha |
Total AUM | ₹139411 Cr | ₹10881 Cr |
Funds Managed | 11 | 9 |
Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
Kotak Flexicap Fund - Growth |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
---|---|---|
Others | 2.34 | 2.4 |
Large Cap | 69.17 | 66.22 |
Small Cap | 5.12 | 14.7 |
Mid Cap | 23.37 | 16.67 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
---|---|---|
Others | 2.02 | 2.4 |
Communication Services | 2.84 | 3.51 |
Energy | 6.04 | 6.01 |
Technology | 9.93 | 8.36 |
Consumer Cyclical | 10.48 | 12.61 |
Healthcare | 3.47 | 4.1 |
Industrials | 21.55 | 13.52 |
Consumer Defensive | 2.78 | 5.24 |
Basic Materials | 13.78 | 9.86 |
Financial Services | 24.22 | 31.97 |
Utilities | 2.87 | 2.41 |
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