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
| 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) | ₹1392 Cr | ₹2910 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 23 Aug 2021 | 05 Aug 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 | 2.06 | 1.94 |
| Manager | Manish Lodha | Amey Sathe |
| ISIN Code | INF174V01AP8 | INF277K019K2 |
| Exits Load | Exit load 1% if redeemed within 3 months./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.93% | 6.74% |
| 6 Month | 18.23% | 25.74% |
| 1 Year | 36.29% | 34.35% |
| 3 Year | 18.12% | 14.92% |
| 5 Year | - | 19.22% |
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.09% | 13.56% |
| 3 Year | 37.13% | 31.33% |
| 5 Year | 37.13% | 56.93% |
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 18.05% | 18.03% |
| 3 Year | 41.9% | 43.18% |
| 5 Year | 41.9% | 62.15% |
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.38% | 11.4% |
| Sharp | 0.89% | 0.71% |
| Beta | 0.89% | 0.85% |
| Alpha | -0.8% | -1.49% |
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| 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 |
| Fund Manage | 9 | 4 |
| Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 4.15 | 7.91 |
| Large Cap | 59.96 | 46.17 |
| Small Cap | 20.01 | 23.69 |
| Mid Cap | 15.88 | 22.23 |
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 1.45 | 4.08 |
| Automobile | 6.71 | 2.92 |
| Energy | 8.52 | 9.26 |
| Capital Goods | 4.31 | 7.19 |
| Technology | 11.12 | 4.96 |
| Consumer Staples | 7.57 | 7.21 |
| Construction | 6.77 | 6.97 |
| Materials | 3.97 | 4.45 |
| Financial | 28.22 | 27.21 |
| Textiles | 1.82 | - |
| Metals & Mining | 2.32 | 2.46 |
| Chemicals | 1.87 | 1.54 |
| Consumer Discretionary | 3.85 | 2.95 |
| Healthcare | 4.59 | 7.01 |
| Services | 5.44 | 8.25 |
| Communication | 1.47 | 1.54 |
| Insurance | - | 2 |
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