Mahindra Manulife Multi Cap Fund vs Invesco India Multicap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Invesco India Multicap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4750 Cr | ₹3728 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 May 2017 | 17 Mar 2008 |
Category | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
Turn Over | 110% | 52% |
Expense Ratio | 1.82 | 1.88 |
Manager | Manish Lodha | Dhimant Kothari |
ISIN Code | INF174V01317 | INF205K01DN2 |
Exits Load | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Invesco India Multicap 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 Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Month | 6.61% | 5.8% |
6 Month | -14.39% | -14.62% |
1 Year | 3.91% | 7.62% |
3 Year | 14.77% | 15.49% |
5 Year | 30.02% | 27.35% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | -5.67% | -8.31% |
1 Year | -11.74% | -10.38% |
3 Year | 16.86% | 17.12% |
5 Year | 20.2% | 18.63% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Year | 14.05% | 15.33% |
3 Year | 22.75% | 18.01% |
5 Year | 19.45% | 18.46% |
Risk Management
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
Standard Deviation | 15.822% | 12.65% |
Sharp | 0.564% | 0.59% |
Beta | 1% | 0.93% |
Alpha | 2.224% | 0.77% |
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Fund Managers
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
Name | Manish Lodha | Dhimant Kothari |
Total AUM | ₹10881 Cr | ₹8118 Cr |
Funds Managed | 9 | 7 |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 3.34 | 4.58 |
Large Cap | 42.81 | 37.36 |
Small Cap | 28.49 | 27.32 |
Mid Cap | 25.35 | 30.74 |
Sector Allocation
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 3.29 | 2.33 |
Communication Services | 4.3 | 2.25 |
Energy | 6.09 | - |
Utilities | 1.87 | 2.58 |
Technology | 7.65 | 11.31 |
Financial Services | 29.06 | 17.59 |
Basic Materials | 5.16 | 8.77 |
Industrials | 11.67 | 19.03 |
Consumer Defensive | 4.16 | 6.67 |
Consumer Cyclical | 17.84 | 13.88 |
Real Estate | 1.09 | 3.17 |
Healthcare | 7.83 | 12.43 |
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