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Mahindra Manulife Flexi Cap Fund vs Tata Flexi Cap Fund compare

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tortoise-icon Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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