Mahindra Manulife Multi Cap Fund vs Invesco India Multicap Fund compare

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

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tortoise-icon Invesco India Multicap Fund - Growth Option

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Chart Comparison

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

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) ₹2203 Cr ₹3041 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 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 1.98 1.93
Manager Manish Lodha Dhimant Kothari
ISIN Code INF174V01317 INF205K01DN2
Exits Load Exit load of 1% if redeemed within 3 months./365 For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Invesco India Multicap Fund - Growth Option
1 Month 5.45% 6.99%
6 Month 23.28% 21.52%
1 Year 51.77% 46.41%
3 Year 24.63% 19.87%
5 Year 25.69% 21.73%

SIP Return Analysis

Scheme Name Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Invesco India Multicap Fund - Growth Option
6 Month - -
1 Year 18.29% 17.47%
3 Year 45.94% 41.11%
5 Year 97.03% 80.95%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Invesco India Multicap Fund - Growth Option
1 Year 28.49% 24.46%
3 Year 72.38% 60.44%
5 Year 108.27% 89.51%

Risk Management

Scheme Name Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Invesco India Multicap Fund - Growth Option
Standard Deviation 13.97% 12.65%
Sharp 1.16% 0.97%
Beta 0.96% 0.88%
Alpha 4.54% 1.54%

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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
Fund Manage 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 13.09 10.96
Large Cap 35.21 37.89
Mid Cap 24.33 27.25
Small Cap 27.37 23.9

Sector Allocation

Scheme Name

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Invesco India Multicap Fund - Growth Option

Financial 16.19 23.94
Communication 6.6 1.89
Energy 12.88 3.67
Technology 5.75 3.83
Materials 6.73 2.72
Automobile 7.78 5.9
Construction 7.9 5.36
Others 2.35 3.97
Metals & Mining 5.96 1.37
Capital Goods 11.2 12.93
Consumer Staples 3.87 9.81
Chemicals 2.61 1.56
Textiles 1.78 0.87
Healthcare 4.35 9.85
Services 3.24 7.86
Consumer Discretionary 0.81 3.52
Insurance - 0.95

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