Edelweiss Multi Cap Fund vs Mahindra Manulife Multi Cap Fund compare

Edelweiss Multi Cap Fund vs Mahindra Manulife Multi Cap Fund compare

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Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

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Edelweiss Multi Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹5720 Cr	₹2940 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	2.22%	2.44%
6 Month	8.45%	7.15%
1 Year	6.88%	3.7%
3 Year	19.36%	-
5 Year	23.77%	-

SIP Return Analysis

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Edelweiss Multi Cap Fund - Regular (G)
6 Month	2.23%	2.41%
1 Year	14.18%	12.14%
3 Year	16.74%	-
5 Year	17.78%	-

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Edelweiss Multi Cap Fund - Regular (G)
1 Year	10%	8.82%
3 Year	22.02%	-
5 Year	22.34%	-

Risk Management

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Edelweiss Multi Cap Fund - Regular (G)
Standard Deviation	14.77%	-
Sharp	0.85%	-
Beta	0.99%	-
Alpha	0.68%	-

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	10.2	5.33
Large Cap	36.81	40.04
Small Cap	24.52	29.96
Mid Cap	28.48	24.67

Sector Allocation

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Edelweiss Multi Cap Fund - Regular (G)
Others	5.3	1.37
Energy	2.44	3.71
Utilities	2.11	2.52
Financial Services	24.55	30.19
Technology	8.73	10.43
Industrials	15.79	9.39
Basic Materials	7.77	8.44
Consumer Cyclical	12.71	14.97
Healthcare	15.53	10.11
Consumer Defensive	0	5.41
Communication Services	3.66	1.61
Real Estate	1.42	1.86

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