HDFC Multi Cap Fund vs Mahindra Manulife Multi Cap Fund compare

HDFC 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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HDFC Multi Cap Fund - Growth Option

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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	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)	₹6055 Cr	₹19732 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	-0.65%	-0.79%
6 Month	3.93%	3.46%
1 Year	1.92%	0.55%
3 Year	18.13%	19.13%
5 Year	22.29%	-

SIP Return Analysis

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HDFC Multi Cap Fund - Growth Option
6 Month	1.71%	1.74%
1 Year	13.84%	12.97%
3 Year	15.8%	15.2%
5 Year	17.14%	-

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HDFC Multi Cap Fund - Growth Option
1 Year	9.77%	27.42%
3 Year	21.95%	21.54%
5 Year	22.48%	-

Risk Management

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HDFC Multi Cap Fund - Growth Option
Standard Deviation	14.79%	14.10%
Sharp	0.82%	0.90%
Beta	0.99%	0.98%
Alpha	1.02%	1.76%

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	7.84	7.82
Large Cap	36.15	41.59
Small Cap	24.48	22.39
Mid Cap	31.52	28.19

Sector Allocation

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HDFC Multi Cap Fund - Growth Option
Others	3.31	2.14
Energy	2.03	5.08
Utilities	1.19	2.13
Financial Services	27.73	28.49
Technology	8.04	10.19
Industrials	15.4	10.36
Basic Materials	7.97	6.29
Consumer Cyclical	12.7	16.81
Healthcare	15.66	8.17
Communication Services	3.7	3.27
Real Estate	2.27	1.92
Consumer Defensive	-	5.15

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