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) | ₹6125 Cr | ₹1823 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| 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 | 2.94% | 0.59% |
| 6 Month | 0.67% | 0.46% |
| 1 Year | 5.37% | -0.42% |
| 3 Year | 20.42% | 20.29% |
| 5 Year | 20.52% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.98% | 1.44% |
| 1 Year | 15.32% | 13.38% |
| 3 Year | 15.58% | 16.27% |
| 5 Year | 17.03% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 9.39% | 25.23% |
| 3 Year | 21.79% | 20.21% |
| 5 Year | 22.33% | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.97% | - |
| Sharp | 0.91% | 0.95% |
| Beta | 0.99% | 0.99% |
| Alpha | 0.69% | 1.46% |
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 | 10.27 | 9.81 |
| Large Cap | 35.58 | 36.6 |
| Small Cap | 27.51 | 29.38 |
| Mid Cap | 26.64 | 24.22 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 3.33 | 3.92 |
| Energy | 2.11 | 1.75 |
| Utilities | 1.11 | 1.34 |
| Industrials | 15.18 | 15 |
| Financial Services | 30.92 | 20.37 |
| Technology | 7.53 | 9.49 |
| Basic Materials | 6.36 | 8.65 |
| Consumer Cyclical | 11.78 | 17.67 |
| Healthcare | 15.65 | 8.77 |
| Communication Services | 3.95 | 2.5 |
| Real Estate | 2.07 | 1.2 |
| Consumer Defensive | - | 9.34 |
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