DSP Multicap Fund vs Mahindra Manulife Multi Cap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
DSP Multicap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | DSP Multicap Fund - Regular (G) |
|---|---|---|
| Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | DSP Multicap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6125 Cr | ₹2664 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 11 May 2017 | 30 Jan 2024 |
| Category | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | NIFTY500 MULTICAP 50:25:25 TRI |
| Turn Over | 110% | % |
| Expense Ratio | 1.82 | 2.01 |
| Manager | Manish Lodha | Chirag Dagli |
| ISIN Code | INF174V01317 | INF740KA1TZ4 |
| 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 | DSP 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 | DSP Multicap Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.58% | -1.91% |
| 6 Month | 3.82% | 1.43% |
| 1 Year | 1.62% | -1.18% |
| 3 Year | 18.83% | - |
| 5 Year | 21.49% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | DSP Multicap Fund - Regular (G) |
|---|---|---|
| 6 Month | -0.54% | -2.21% |
| 1 Year | 8.85% | 5.51% |
| 3 Year | 14.78% | - |
| 5 Year | 16.87% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | DSP Multicap Fund - Regular (G) |
|---|---|---|
| 1 Year | 9.49% | 3.29% |
| 3 Year | 21.88% | - |
| 5 Year | 22.4% | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | DSP Multicap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 14.79% | - |
| Sharp | 0.82% | - |
| Beta | 0.99% | - |
| Alpha | 1.02% | - |
Fund Managers
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | DSP Multicap Fund - Regular (G) |
|---|---|---|
| Name | Manish Lodha | Chirag Dagli |
| Total AUM | ₹10881 Cr | ₹0 Cr |
| Funds Managed | 9 | 2 |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | DSP Multicap Fund - Regular (G) |
Market Cap
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
DSP Multicap Fund - Regular (G) |
|---|---|---|
| Others | 10.27 | 11.55 |
| Large Cap | 35.58 | 33.27 |
| Small Cap | 27.51 | 34.8 |
| Mid Cap | 26.64 | 20.39 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
DSP Multicap Fund - Regular (G) |
|---|---|---|
| Others | 3.33 | 3.93 |
| Energy | 2.11 | 3.35 |
| Utilities | 1.11 | 1.25 |
| Industrials | 15.18 | 11.31 |
| Financial Services | 30.92 | 27.17 |
| Technology | 7.53 | 8.45 |
| Basic Materials | 6.36 | 11.95 |
| Consumer Cyclical | 11.78 | 12.4 |
| Healthcare | 15.65 | 12.77 |
| Communication Services | 3.95 | - |
| Real Estate | 2.07 | - |
| Consumer Defensive | - | 7.43 |
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