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Mahindra Manulife Multi Cap Fund vs Tata Multicap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹4750 Cr | ₹2935 Cr | ₹2935 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 11 May 2017 | 02 Feb 2023 | 02 Feb 2023 |
| Category | Multi Cap | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | 110% | 3.53% | 3.53% |
| Expense Ratio | 1.82 | 1.89 | 1.89 |
| Manager | Manish Lodha | Rahul Singh | Rahul Singh |
| ISIN Code | INF174V01317 | INF277KA1703 | INF277KA1703 |
| 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 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Multicap Fund - Regular Plan - 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 | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 7.64% | 6.89% | 6.89% |
| 6 Month | -13.55% | -17.04% | -17.04% |
| 1 Year | 4.44% | -1.92% | -1.92% |
| 3 Year | 15.13% | - | - |
| 5 Year | 30.25% | - | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -5.67% | -8.72% | -8.72% |
| 1 Year | -11.74% | -17.89% | -17.89% |
| 3 Year | 16.86% | - | - |
| 5 Year | 20.2% | - | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 14.05% | 28.94% | 28.94% |
| 3 Year | 22.75% | - | - |
| 5 Year | 19.45% | - | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 15.822% | - | - |
| Sharp | 0.564% | - | - |
| Beta | 1% | - | - |
| Alpha | 2.224% | - | - |
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Fund Managers
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Manish Lodha | Rahul Singh | Rahul Singh |
| Total AUM | ₹10881 Cr | ₹19760 Cr | ₹19760 Cr |
| Funds Managed | 9 | 9 | 9 |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 3.34 | 8.65 | 8.65 |
| Large Cap | 42.81 | 36.4 | 36.4 |
| Small Cap | 28.49 | 28.67 | 28.67 |
| Mid Cap | 25.35 | 26.28 | 26.28 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 3.29 | 7.05 | 7.05 |
| Communication Services | 4.3 | 4.36 | 4.36 |
| Energy | 6.09 | 4.21 | 4.21 |
| Utilities | 1.87 | 4.01 | 4.01 |
| Technology | 7.65 | 5.47 | 5.47 |
| Financial Services | 29.06 | 26.7 | 26.7 |
| Basic Materials | 5.16 | 7.15 | 7.15 |
| Industrials | 11.67 | 14.86 | 14.86 |
| Consumer Defensive | 4.16 | 1.07 | 1.07 |
| Consumer Cyclical | 17.84 | 16.02 | 16.02 |
| Real Estate | 1.09 | 4.94 | 4.94 |
| Healthcare | 7.83 | 4.16 | 4.16 |
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