Edelweiss Multi Cap Fund vs Mahindra Manulife Multi Cap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5762 Cr | ₹2791 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 11 May 2017 | 25 Oct 2023 |
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% | % |
Expense Ratio | 1.82 | 1.94 |
Manager | Manish Lodha | Trideep Bhattacharya |
ISIN Code | INF174V01317 | INF754K01RW0 |
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 | Edelweiss 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 | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Month | 1.66% | 0.3% |
6 Month | 6.96% | 3.22% |
1 Year | 2.58% | 2.19% |
3 Year | 24% | - |
5 Year | 27.1% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | 11.37% | 8.93% |
1 Year | 13.61% | 7.71% |
3 Year | 21.34% | - |
5 Year | 21.45% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 13.05% | 12.96% |
3 Year | 22.32% | - |
5 Year | 20.89% | - |
Risk Management
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 14.96% | - |
Sharp | 1.19% | - |
Beta | 0.97% | - |
Alpha | 4.08% | - |
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Fund Managers
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Name | Manish Lodha | Trideep Bhattacharya |
Total AUM | ₹10881 Cr | ₹0 Cr |
Funds Managed | 9 | 9 |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 4.07 | 7.8 |
Large Cap | 40.8 | 42.07 |
Small Cap | 29.72 | 25.66 |
Mid Cap | 25.41 | 24.47 |
Sector Allocation
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 3.17 | 4.31 |
Energy | 3.26 | 3.42 |
Utilities | 2.26 | 2.6 |
Technology | 6.12 | 9.2 |
Financial Services | 33.3 | 30.46 |
Industrials | 13.9 | 9.47 |
Healthcare | 8.93 | 10.23 |
Basic Materials | 8.79 | 7.73 |
Consumer Cyclical | 14.06 | 12.36 |
Consumer Defensive | 1.52 | 5.71 |
Communication Services | 4.7 | 2.5 |
Real Estate | - | 2.01 |
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