Aditya Birla Sun Life Multi vs Mahindra Manulife Multi Cap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6133 Cr | ₹6781 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 11 May 2017 | 07 May 2021 |
| 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% | 37% |
| Expense Ratio | 1.82 | 1.84 |
| Manager | Manish Lodha | Dhaval Joshi |
| ISIN Code | INF174V01317 | INF209KB1Y23 |
| 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 | Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Month | 1.66% | -0.3% |
| 6 Month | -0.91% | -1.5% |
| 1 Year | 7.93% | 6.09% |
| 3 Year | 19.99% | 16.77% |
| 5 Year | 20.57% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | 1.07% | -0.87% |
| 1 Year | 11.19% | 7.42% |
| 3 Year | 14.2% | 11.58% |
| 5 Year | 16.28% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 9.39% | 9.56% |
| 3 Year | 21.79% | 17.19% |
| 5 Year | 22.33% | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 13.97% | 11.64% |
| Sharp | 0.91% | 0.82% |
| Beta | 0.99% | 0.93% |
| Alpha | 0.69% | -0.95% |
Fund Managers
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Name | Manish Lodha | Dhaval Joshi |
| Total AUM | ₹10881 Cr | ₹361932 Cr |
| Funds Managed | 9 | 55 |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 12.73 | 10.2 |
| Large Cap | 37.88 | 44.85 |
| Small Cap | 26.85 | 27.45 |
| Mid Cap | 22.53 | 17.51 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 1.64 | 3.5 |
| Energy | 2.11 | 2.79 |
| Utilities | 1.05 | 0.6 |
| Industrials | 17.41 | 9.89 |
| Financial Services | 30.94 | 28.54 |
| Technology | 7.15 | 9.5 |
| Basic Materials | 8.23 | 7.12 |
| Consumer Cyclical | 12.25 | 17.39 |
| Healthcare | 14.11 | 7.37 |
| Communication Services | 4.08 | 3.43 |
| Real Estate | 1.03 | 2.51 |
| Consumer Defensive | - | 7.36 |
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