SBI Multicap Fund vs Mahindra Manulife Multi Cap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
SBI Multicap Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | SBI Multicap Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4750 Cr | ₹18769 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 May 2017 | 08 Mar 2022 |
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% | 18% |
Expense Ratio | 1.82 | 1.69 |
Manager | Manish Lodha | Rama Iyer Srinivasan |
ISIN Code | INF174V01317 | INF200KA15E8 |
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 | SBI 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 | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | 7.64% | 7.89% |
6 Month | -13.55% | -7.64% |
1 Year | 4.44% | 14.11% |
3 Year | 15.13% | 15.33% |
5 Year | 30.25% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | -5.67% | -2.9% |
1 Year | -11.74% | -1.17% |
3 Year | 16.86% | 17.2% |
5 Year | 20.2% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 14.05% | 25.29% |
3 Year | 22.75% | - |
5 Year | 19.45% | - |
Risk Management
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
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 | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
Name | Manish Lodha | Rama Iyer Srinivasan |
Total AUM | ₹10881 Cr | ₹158765 Cr |
Funds Managed | 9 | 8 |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | SBI Multicap Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 3.34 | 4.2 |
Large Cap | 42.81 | 35.42 |
Small Cap | 28.49 | 33.13 |
Mid Cap | 25.35 | 27.25 |
Sector Allocation
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 3.29 | 4.2 |
Communication Services | 4.3 | 7.22 |
Energy | 6.09 | 1.26 |
Utilities | 1.87 | 3.38 |
Technology | 7.65 | 4.41 |
Financial Services | 29.06 | 17.14 |
Basic Materials | 5.16 | 12.02 |
Industrials | 11.67 | 11.72 |
Consumer Defensive | 4.16 | 8.04 |
Consumer Cyclical | 17.84 | 22.58 |
Real Estate | 1.09 | - |
Healthcare | 7.83 | 8.03 |
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