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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) | ₹4750 Cr | ₹3728 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 | 1.88 |
| 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 | 2.59% | 2.7% |
| 6 Month | -5.16% | -6.53% |
| 1 Year | 3.64% | 7.5% |
| 3 Year | 17.1% | 18.04% |
| 5 Year | 26.65% | 24.26% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.21% | -1.44% |
| 1 Year | -5.33% | -6.15% |
| 3 Year | 18.31% | 18.04% |
| 5 Year | 20.55% | 18.74% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 14.05% | 15.33% |
| 3 Year | 22.75% | 18.01% |
| 5 Year | 19.45% | 18.46% |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 15.822% | 12.65% |
| Sharp | 0.564% | 0.59% |
| Beta | 1% | 0.94% |
| Alpha | 2.224% | 0.86% |
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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 | 3.34 | 6.1 |
| Large Cap | 42.81 | 39.82 |
| Small Cap | 28.49 | 25.76 |
| Mid Cap | 25.35 | 28.31 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 3.29 | 3.77 |
| Communication Services | 4.3 | 2.33 |
| Energy | 6.09 | - |
| Utilities | 1.87 | 2.38 |
| Technology | 7.65 | 10.91 |
| Financial Services | 29.06 | 17.27 |
| Basic Materials | 5.16 | 9.08 |
| Industrials | 11.67 | 17.74 |
| Consumer Defensive | 4.16 | 7.3 |
| Consumer Cyclical | 17.84 | 14.89 |
| Real Estate | 1.09 | 2.82 |
| Healthcare | 7.83 | 11.53 |
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