Mahindra Manulife Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Fund | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1605 Cr | ₹24815 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 23 Aug 2021 | 27 Aug 1998 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 77% | 20% |
| Expense Ratio | 2.08 | 1.68 |
| Manager | Manish Lodha | Dhaval Joshi |
| ISIN Code | INF174V01AP8 | INF209K01AJ8 |
| Exits Load | Mahindra Manulife Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.17% | 1.36% |
| 6 Month | 3.29% | 6.54% |
| 1 Year | 6.89% | 11.84% |
| 3 Year | 17.21% | 18.44% |
| 5 Year | - | 17.46% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.6% | 3.04% |
| 1 Year | 9.65% | 16.28% |
| 3 Year | 12.82% | 16.84% |
| 5 Year | - | 15.88% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 16.56% | 15.83% |
| 3 Year | 16.02% | 16.67% |
| 5 Year | - | 16.32% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 12.18% | 12.55% |
| Sharp | 0.75% | 0.85% |
| Beta | 0.91% | 0.96% |
| Alpha | 1.34% | 1.22% |
Fund Managers
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Name | Manish Lodha | Dhaval Joshi |
| Total AUM | ₹10881 Cr | ₹361932 Cr |
| Funds Managed | 9 | 55 |
| Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 10.11 | 5.27 |
| Large Cap | 68.62 | 61.62 |
| Mid Cap | 12.62 | 19.98 |
| Small Cap | 8.65 | 13.13 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 2.05 | 1.18 |
| Energy | 5.49 | 4.88 |
| Industrials | 9.7 | 9.17 |
| Technology | 12.51 | 10.2 |
| Consumer Cyclical | 14.64 | 14.02 |
| Financial Services | 33.29 | 31.89 |
| Basic Materials | 6.39 | 10.43 |
| Consumer Defensive | 4.76 | 7.5 |
| Healthcare | 4.78 | 7.5 |
| Communication Services | 4.35 | 2.63 |
| Utilities | 1.17 | - |
| Real Estate | 0.87 | 0.6 |
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