HDFC Multi Cap Fund vs Mahindra Manulife Multi Cap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
HDFC Multi Cap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HDFC Multi Cap Fund - Growth Option |
---|---|---|
Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HDFC Multi Cap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5720 Cr | ₹18675 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 11 May 2017 | 07 Dec 2021 |
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% | 11.16% |
Expense Ratio | 1.82 | 1.68 |
Manager | Manish Lodha | Dhruv Muchhal |
ISIN Code | INF174V01317 | INF179KC1BV9 |
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 | HDFC Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HDFC Multi Cap Fund - Growth Option |
---|---|---|
1 Month | 0.09% | -0.15% |
6 Month | 9.86% | 10.79% |
1 Year | -0.44% | -1.1% |
3 Year | 19.96% | 22.01% |
5 Year | 25.21% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HDFC Multi Cap Fund - Growth Option |
---|---|---|
6 Month | 1.4% | 1.77% |
1 Year | 11.73% | 11.91% |
3 Year | 17.04% | 17% |
5 Year | 18.38% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HDFC Multi Cap Fund - Growth Option |
---|---|---|
1 Year | 10.79% | 27.42% |
3 Year | 22.23% | 21.54% |
5 Year | 22.01% | - |
Risk Management
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HDFC Multi Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 14.66% | 14.08% |
Sharp | 0.81% | 0.97% |
Beta | 1.01% | 1.02% |
Alpha | 2.46% | 4.07% |
Fund Managers
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HDFC Multi Cap Fund - Growth Option |
---|---|---|
Name | Manish Lodha | Dhruv Muchhal |
Total AUM | ₹10881 Cr | ₹520687 Cr |
Funds Managed | 9 | 40 |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HDFC Multi Cap Fund - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
HDFC Multi Cap Fund - Growth Option |
---|---|---|
Others | 10.2 | 8.68 |
Large Cap | 36.81 | 41.33 |
Small Cap | 24.52 | 22.66 |
Mid Cap | 28.48 | 27.33 |
Sector Allocation
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
HDFC Multi Cap Fund - Growth Option |
---|---|---|
Others | 5.3 | 3.83 |
Energy | 2.44 | 4.78 |
Utilities | 2.11 | 1.81 |
Financial Services | 24.55 | 27.16 |
Technology | 8.73 | 10.21 |
Industrials | 15.79 | 11.29 |
Basic Materials | 7.77 | 6.62 |
Consumer Cyclical | 12.71 | 16 |
Healthcare | 15.53 | 8.31 |
Consumer Defensive | 0 | 4.92 |
Communication Services | 3.66 | 3.28 |
Real Estate | 1.42 | 1.78 |
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