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) | ₹6055 Cr | ₹1797 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 | 2.14% | 0.96% |
| 6 Month | 6.57% | 6.57% |
| 1 Year | 9.62% | 7.92% |
| 3 Year | 19.8% | 20.6% |
| 5 Year | 23.58% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.4% | 2.49% |
| 1 Year | 15.25% | 14.28% |
| 3 Year | 17.21% | 18.54% |
| 5 Year | 18.1% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 10% | 33.76% |
| 3 Year | 22.02% | - |
| 5 Year | 22.34% | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.77% | - |
| Sharp | 0.85% | 0.95% |
| Beta | 0.99% | 0.98% |
| Alpha | 0.68% | 1.5% |
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 | 7.84 | 6.69 |
| Large Cap | 36.15 | 35.61 |
| Small Cap | 24.48 | 31.62 |
| Mid Cap | 31.52 | 26.09 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 3.31 | 3.34 |
| Energy | 2.03 | 2.71 |
| Utilities | 1.19 | 1.35 |
| Financial Services | 27.73 | 21.07 |
| Technology | 8.04 | 9.5 |
| Industrials | 15.4 | 15.79 |
| Basic Materials | 7.97 | 8.72 |
| Consumer Cyclical | 12.7 | 16.71 |
| Healthcare | 15.66 | 7.89 |
| Communication Services | 3.7 | 2.82 |
| Real Estate | 2.27 | 1.34 |
| Consumer Defensive | - | 8.77 |
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