Invesco India Multicap Fund vs Mahindra Manulife Multi Cap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Invesco India Multicap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5727 Cr | ₹4070 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 May 2017 | 17 Mar 2008 |
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% | 52% |
Expense Ratio | 1.82 | 1.9 |
Manager | Manish Lodha | Dhimant Kothari |
ISIN Code | INF174V01317 | INF205K01DN2 |
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 | Invesco India Multicap Fund - 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 | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Month | 2.33% | 1.94% |
6 Month | 17.45% | 14.41% |
1 Year | -3.6% | -5.17% |
3 Year | 18.4% | 17.37% |
5 Year | 25.29% | 22.7% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | 3.33% | 2.54% |
1 Year | 10.48% | 5.57% |
3 Year | 17.77% | 16.91% |
5 Year | 18.81% | 17.24% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Year | 11.92% | 14.75% |
3 Year | 22.44% | 18.04% |
5 Year | 21.35% | 18.82% |
Risk Management
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
Standard Deviation | 14.71% | 12.65% |
Sharp | 0.78% | 0.83% |
Beta | 0.99% | 0.95% |
Alpha | 3.60% | 0.81% |
Fund Managers
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
Name | Manish Lodha | Dhimant Kothari |
Total AUM | ₹10881 Cr | ₹8118 Cr |
Funds Managed | 9 | 7 |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 6.85 | 12.55 |
Large Cap | 33.25 | 33.42 |
Small Cap | 30.65 | 28.46 |
Mid Cap | 29.25 | 25.56 |
Sector Allocation
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 2.32 | 2.24 |
Energy | 2.49 | - |
Utilities | 2.2 | 0 |
Technology | 6.49 | 9.35 |
Financial Services | 30.62 | 27.17 |
Industrials | 15.39 | 15.91 |
Consumer Cyclical | 11.55 | 18.15 |
Healthcare | 14.58 | 11.49 |
Basic Materials | 8.37 | 7.01 |
Consumer Defensive | 1.05 | 3.13 |
Communication Services | 3.41 | 2.64 |
Real Estate | 1.52 | 2.9 |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns20.44%
Kotak Midcap Fund - Growth
3Y Returns20.26%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.06%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.62%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns17.43%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns16.48%
ICICI Prudential Savings Fund - Growth
3Y Returns7.66%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.34%