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)	₹5622 Cr	₹2883 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	2.78%	2.86%
6 Month	19.02%	17.3%
1 Year	-3.47%	-3.66%
3 Year	19.35%	-
5 Year	24.87%	-

SIP Return Analysis

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Edelweiss Multi Cap Fund - Regular (G)
6 Month	3.33%	3.4%
1 Year	10.48%	8.03%
3 Year	17.77%	-
5 Year	18.81%	-

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Edelweiss Multi Cap Fund - Regular (G)
1 Year	11.92%	10.35%
3 Year	22.44%	-
5 Year	21.35%	-

Risk Management

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Edelweiss Multi Cap Fund - Regular (G)
Standard Deviation	14.71%	-
Sharp	0.78%	-
Beta	0.99%	-
Alpha	3.60%	-

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	6.85	5.43
Large Cap	33.25	40.68
Small Cap	30.65	29.84
Mid Cap	29.25	24.05

Sector Allocation

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Edelweiss Multi Cap Fund - Regular (G)
Others	2.32	1.56
Energy	2.49	4.22
Utilities	2.2	2.5
Technology	6.49	9.63
Financial Services	30.62	30.97
Industrials	15.39	8.73
Consumer Cyclical	11.55	13.74
Healthcare	14.58	11.85
Basic Materials	8.37	7.2
Consumer Defensive	1.05	5.98
Communication Services	3.41	1.65
Real Estate	1.52	1.97

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