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) | ₹5408 Cr | ₹6321 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 | 3.14% | 2.32% |
6 Month | 4.05% | 2.11% |
1 Year | 2.27% | 2.32% |
3 Year | 24.47% | 20.41% |
5 Year | 27.03% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
6 Month | 12.65% | 11.22% |
1 Year | 15.31% | 12.04% |
3 Year | 21.81% | 18.59% |
5 Year | 21.86% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Year | 13.05% | 16.12% |
3 Year | 22.32% | 16.91% |
5 Year | 20.89% | - |
Risk Management
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Standard Deviation | 14.96% | 13.97% |
Sharp | 1.19% | 1.02% |
Beta | 0.97% | 0.94% |
Alpha | 4.08% | 0.83% |
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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 | 4.07 | 5.18 |
Large Cap | 40.8 | 42.68 |
Small Cap | 29.72 | 27.37 |
Mid Cap | 25.41 | 24.77 |
Sector Allocation
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 3.17 | 1.78 |
Energy | 3.26 | 2 |
Utilities | 2.26 | 1.19 |
Technology | 6.12 | 7.6 |
Financial Services | 33.3 | 25.25 |
Industrials | 13.9 | 13.64 |
Healthcare | 8.93 | 7.83 |
Basic Materials | 8.79 | 9.54 |
Consumer Cyclical | 14.06 | 15.93 |
Consumer Defensive | 1.52 | 9.42 |
Communication Services | 4.7 | 3.2 |
Real Estate | - | 2.62 |
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