LIC MF Multi Cap Fund Regular vs Mahindra Manulife Multi Cap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
LIC MF Multi Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | LIC MF Multi Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5720 Cr | ₹1716 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 11 May 2017 | 31 Oct 2022 |
| 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% | % |
| Expense Ratio | 1.82 | 2.06 |
| Manager | Manish Lodha | Yogesh Patil |
| ISIN Code | INF174V01317 | INF767K01RH3 |
| 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 | LIC MF Multi Cap 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 | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | 4.14% | 3.62% |
| 6 Month | 10.5% | 13.09% |
| 1 Year | 4.77% | 5.46% |
| 3 Year | 19.59% | - |
| 5 Year | 25.57% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.42% | 0.56% |
| 1 Year | 6.97% | 8.69% |
| 3 Year | 14.52% | - |
| 5 Year | 16.77% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.79% | 33.76% |
| 3 Year | 22.23% | - |
| 5 Year | 22.01% | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.77% | 14.93% |
| Sharp | 0.85% | 0.91% |
| Beta | 0.99% | 0.98% |
| Alpha | 0.68% | 1.68% |
Fund Managers
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Name | Manish Lodha | Yogesh Patil |
| Total AUM | ₹10881 Cr | ₹5898 Cr |
| Funds Managed | 9 | 7 |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | LIC MF Multi Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 10.2 | 7.38 |
| Large Cap | 36.81 | 35.6 |
| Small Cap | 24.52 | 32.51 |
| Mid Cap | 28.48 | 24.51 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 5.3 | 4.86 |
| Energy | 2.44 | 2.64 |
| Utilities | 2.11 | 1.41 |
| Financial Services | 24.55 | 19.81 |
| Technology | 8.73 | 8.39 |
| Industrials | 15.79 | 16.18 |
| Basic Materials | 7.77 | 8.6 |
| Consumer Cyclical | 12.71 | 18.01 |
| Healthcare | 15.53 | 7.8 |
| Consumer Defensive | 0 | 8.31 |
| Communication Services | 3.66 | 2.78 |
| Real Estate | 1.42 | 1.21 |
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