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) | ₹5720 Cr | ₹4084 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 | 5.39% | 3.68% |
| 6 Month | 9.58% | 7.07% |
| 1 Year | 5.54% | 1.31% |
| 3 Year | 20.02% | 18.8% |
| 5 Year | 25.43% | 22.2% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.3% | 0.6% |
| 1 Year | 13.81% | 7.19% |
| 3 Year | 17.69% | 16.24% |
| 5 Year | 18.72% | 16.78% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 10.79% | 14.47% |
| 3 Year | 22.23% | 18.1% |
| 5 Year | 22.01% | 18.96% |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 14.66% | 12.65% |
| Sharp | 0.81% | 0.83% |
| Beta | 1.01% | 0.96% |
| Alpha | 2.46% | -0.24% |
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 | 10.2 | 12.56 |
| Large Cap | 36.81 | 32.97 |
| Small Cap | 24.52 | 27.43 |
| Mid Cap | 28.48 | 27.03 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 5.3 | 0.96 |
| Energy | 2.44 | - |
| Utilities | 2.11 | - |
| Financial Services | 24.55 | 26.34 |
| Technology | 8.73 | 9.63 |
| Industrials | 15.79 | 14 |
| Basic Materials | 7.77 | 5 |
| Consumer Cyclical | 12.71 | 24.81 |
| Healthcare | 15.53 | 11.37 |
| Consumer Defensive | 0 | 2.74 |
| Communication Services | 3.66 | 2.18 |
| Real Estate | 1.42 | 2.97 |
Top Comparisons
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns16.78%
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns16.78%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.57%
Kotak Banking and PSU Debt - Growth
3Y Returns7.6%
Kotak Debt Hybrid - Growth
3Y Returns10.32%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.57%
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.92%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.06%