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) | ₹5720 Cr | ₹6502 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 | 4.14% | 3.08% |
| 6 Month | 10.5% | 9.85% |
| 1 Year | 4.77% | 3.13% |
| 3 Year | 19.59% | 17.04% |
| 5 Year | 25.57% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | 2.3% | 2.63% |
| 1 Year | 13.81% | 13.32% |
| 3 Year | 17.69% | 15.93% |
| 5 Year | 18.72% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 10.79% | 12.74% |
| 3 Year | 22.23% | 17.21% |
| 5 Year | 22.01% | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 14.66% | 13.53% |
| Sharp | 0.81% | 0.75% |
| Beta | 1.01% | 0.98% |
| Alpha | 2.46% | 0.96% |
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 | 10.2 | 7.25 |
| Large Cap | 36.81 | 41.99 |
| Small Cap | 24.52 | 30.18 |
| Mid Cap | 28.48 | 20.59 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 5.3 | 2.83 |
| Energy | 2.44 | 1.23 |
| Utilities | 2.11 | 1.13 |
| Financial Services | 24.55 | 27.67 |
| Technology | 8.73 | 9.26 |
| Industrials | 15.79 | 11.13 |
| Basic Materials | 7.77 | 9.32 |
| Consumer Cyclical | 12.71 | 15.92 |
| Healthcare | 15.53 | 8.64 |
| Consumer Defensive | 0 | 8.01 |
| Communication Services | 3.66 | 2.77 |
| Real Estate | 1.42 | 2.07 |
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