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) | ₹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 | 1.74% | 2.23% |
| 6 Month | 7.39% | 7.31% |
| 1 Year | 3.56% | 0.86% |
| 3 Year | 20.04% | - |
| 5 Year | 24.94% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.3% | 2.43% |
| 1 Year | 13.81% | 11.52% |
| 3 Year | 17.69% | - |
| 5 Year | 18.72% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.79% | 8.82% |
| 3 Year | 22.23% | - |
| 5 Year | 22.01% | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 14.66% | - |
| Sharp | 0.81% | - |
| Beta | 1.01% | - |
| Alpha | 2.46% | - |
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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