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Tata Multicap Fund vs Mahindra Manulife Multi Cap 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 | -4.34% | -3.35% | -3.35% |
| 6 Month | -16.87% | -18.21% | -18.21% |
| 1 Year | -1.42% | -4.49% | -4.49% |
| 3 Year | 15.17% | - | - |
| 5 Year | 23.01% | - | - |
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 | -12.08% | -12.59% | -12.59% |
| 1 Year | -21.66% | -23.89% | -23.89% |
| 3 Year | 12.26% | - | - |
| 5 Year | 17.71% | - | - |
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 |
| Fund Manage | 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 | 3.34226 | 8.64931 | 8.64931 |
| Large Cap | 42.81483 | 36.39958 | 36.39958 |
| Small Cap | 28.49291 | 28.67308 | 28.67308 |
| Mid Cap | 25.35002 | 26.27803 | 26.27803 |
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 | 3.29297 | 7.04939 | 7.04939 |
| Communication Services | 4.29856 | 4.35546 | 4.35546 |
| Energy | 6.08807 | 4.20547 | 4.20547 |
| Utilities | 1.86821 | 4.01479 | 4.01479 |
| Technology | 7.65117 | 5.47445 | 5.47445 |
| Financial Services | 29.06128 | 26.6998 | 26.6998 |
| Basic Materials | 5.15763 | 7.14869 | 7.14869 |
| Industrials | 11.66818 | 14.85936 | 14.85936 |
| Consumer Defensive | 4.16245 | 1.07366 | 1.07366 |
| Consumer Cyclical | 17.83793 | 16.02303 | 16.02303 |
| Real Estate | 1.08824 | 4.93675 | 4.93675 |
| Healthcare | 7.82533 | 4.15915 | 4.15915 |
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