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) | ₹6125 Cr | ₹3148 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 | 0.47% | 0.97% |
| 6 Month | 2.38% | 2.57% |
| 1 Year | 3.77% | 1.4% |
| 3 Year | 21.61% | - |
| 5 Year | 21.71% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | -0.54% | 0.27% |
| 1 Year | 8.85% | 8.92% |
| 3 Year | 14.78% | - |
| 5 Year | 16.87% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 9.49% | 8.82% |
| 3 Year | 21.88% | - |
| 5 Year | 22.4% | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap 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 | 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 | 10.27 | 7.54 |
| Large Cap | 35.58 | 39.02 |
| Small Cap | 27.51 | 28.88 |
| Mid Cap | 26.64 | 24.56 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 3.33 | 0.72 |
| Energy | 2.11 | 3.95 |
| Utilities | 1.11 | 2.25 |
| Industrials | 15.18 | 9.01 |
| Financial Services | 30.92 | 31.61 |
| Technology | 7.53 | 12.4 |
| Basic Materials | 6.36 | 8.62 |
| Consumer Cyclical | 11.78 | 13.65 |
| Healthcare | 15.65 | 8.93 |
| Communication Services | 3.95 | 1.68 |
| Real Estate | 2.07 | 1.84 |
| Consumer Defensive | - | 5.33 |
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