Axis Multicap Fund vs Mahindra Manulife Multi Cap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Axis Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Axis Multicap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹6125 Cr | ₹9243 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 11 May 2017 | 16 Dec 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% | 11.16% |
| Expense Ratio | 1.82 | 1.81 |
| Manager | Manish Lodha | Shreyash Devalkar |
| ISIN Code | INF174V01317 | INF846K016E3 |
| 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 | Axis 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 | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.69% | -2.02% |
| 6 Month | -1.12% | -0.72% |
| 1 Year | 2.77% | 0.45% |
| 3 Year | 19.26% | 21.87% |
| 5 Year | 21.12% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.65% | 0.84% |
| 1 Year | 12.37% | 10.43% |
| 3 Year | 15.1% | 17.46% |
| 5 Year | 16.99% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.49% | 21.34% |
| 3 Year | 21.88% | 21.22% |
| 5 Year | 22.4% | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.79% | 13.72% |
| Sharp | 0.82% | 1.03% |
| Beta | 0.99% | 0.92% |
| Alpha | 1.02% | 3.88% |
Fund Managers
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Manish Lodha | Shreyash Devalkar |
| Total AUM | ₹10881 Cr | ₹166770 Cr |
| Funds Managed | 9 | 14 |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Axis Multicap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.27 | 10.63 |
| Large Cap | 35.58 | 40.5 |
| Small Cap | 27.51 | 24.95 |
| Mid Cap | 26.64 | 23.92 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.33 | 2.68 |
| Energy | 2.11 | 3.43 |
| Utilities | 1.11 | 0.46 |
| Industrials | 15.18 | 15.88 |
| Financial Services | 30.92 | 24.25 |
| Technology | 7.53 | 11.2 |
| Basic Materials | 6.36 | 6.35 |
| Consumer Cyclical | 11.78 | 16.49 |
| Healthcare | 15.65 | 9.96 |
| Communication Services | 3.95 | 2.59 |
| Real Estate | 2.07 | 2.79 |
| Consumer Defensive | - | 3.93 |
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