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) ₹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

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Month 0.93% -4.16%
6 Month 18.23% 11.07%
1 Year 36.29% 32.09%
3 Year 18.12% 13.09%
5 Year - 15.87%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 21.36% 13.92%
3 Year 17.83% 15.84%
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 14.38% 11.4%
Sharp 0.89% 0.68%
Beta 0.89% 0.85%
Alpha -0.8% -1.37%

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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
Fund Manage 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 2.13 7.91
Large Cap 59.55 46.17
Mid Cap 17.29 22.23
Small Cap 21.03 23.69

Sector Allocation

Scheme Name

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 2.13 4.08
Petroleum Products 5.69 -
IT - Software 11.57 -
Personal Products 3.25 -
Construction 5.39 6.97
Consumer Durables 7.28 -
Diversified FMCG 2.57 -
Banks 23.2 -
Electrical Equipment 1.25 -
Chemicals & Petrochemicals 2.04 -
Pharmaceuticals & Biotechnology 4.24 -
Cement & Cement Products 3.13 -
Leisure Services 1.09 -
Automobiles 3.79 -
Telecom - Services 2.41 -
Transport Services 0.96 -
Industrial Products 3.01 -
Retailing 2.78 -
Oil 1.77 -
Food Products 1.65 -
Power 2.1 -
Household Products 1.08 -
Auto Components 0.99 -
Finance 2.58 -
Capital Markets 0.84 -
Textiles & Apparels 1.49 -
Ferrous Metals 0.83 -
Industrial Manufacturing 0.89 -
Energy - 9.26
Technology - 4.96
Automobile - 2.92
Materials - 4.45
Consumer Staples - 7.21
Financial - 27.21
Metals & Mining - 2.46
Insurance - 2
Healthcare - 7.01
Capital Goods - 7.19
Communication - 1.54
Services - 8.25
Consumer Discretionary - 2.95
Chemicals - 1.54

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