Mahindra Manulife Flexi Cap Fund vs Tata Flexi Cap Fund compare
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Fund | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1399 Cr | ₹2886 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 23 Aug 2021 | 06 Sep 2018 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 77% | 69.17% |
Expense Ratio | 2.08 | 1.94 |
Manager | Manish Lodha | Amey Sathe |
ISIN Code | INF174V01AP8 | INF277K019K2 |
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 | Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Month | 5.28% | 4.26% |
6 Month | -12.35% | -9.88% |
1 Year | 3.47% | 7.24% |
3 Year | 12.92% | 11.92% |
5 Year | - | 21.31% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | -3.32% | -2.41% |
1 Year | -8.02% | -3.72% |
3 Year | 14.24% | 14.33% |
5 Year | - | 14.57% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Year | 21.25% | 14.24% |
3 Year | 15.9% | 15.51% |
5 Year | - | 15.14% |
Risk Management
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.527% | 11.4% |
Sharp | 0.583% | 0.47% |
Beta | 0.953% | 0.8% |
Alpha | 0.204% | 0.34% |
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Fund Managers
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Name | Manish Lodha | Amey Sathe |
Total AUM | ₹10881 Cr | ₹11910 Cr |
Funds Managed | 9 | 4 |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Market Cap
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 2.4 | 2.85 |
Large Cap | 66.22 | 56.99 |
Mid Cap | 16.67 | 15.63 |
Small Cap | 14.7 | 24.53 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 2.4 | 2.75 |
Energy | 6.01 | 4.27 |
Technology | 8.36 | 5.58 |
Consumer Defensive | 5.24 | 9.99 |
Industrials | 13.52 | 7.54 |
Consumer Cyclical | 12.61 | 11.52 |
Basic Materials | 9.86 | 9.67 |
Financial Services | 31.97 | 38.78 |
Healthcare | 4.1 | 7.6 |
Utilities | 2.41 | - |
Communication Services | 3.51 | 1.37 |
Real Estate | - | 0.93 |
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