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 | 0.31% | 1.09% |
| 6 Month | 1.87% | 5.03% |
| 1 Year | 8.47% | 12.21% |
| 3 Year | 17.88% | 19.13% |
| 5 Year | - | 15.91% |
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 | 3.27% | 5.03% |
| 1 Year | 14.51% | 20% |
| 3 Year | 13.39% | 17.08% |
| 5 Year | - | 15.82% |
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% | 15.8% |
| 3 Year | 16.02% | 16.69% |
| 5 Year | - | 16.35% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 14.38% | 12.55% |
| Sharp | 0.83% | 0.85% |
| Beta | 0.91% | 0.96% |
| Alpha | 0.99% | 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 | 1.59 | 0.65 |
| Large Cap | 74.67 | 65.88 |
| Mid Cap | 14.45 | 19.68 |
| Small Cap | 9.29 | 13.23 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 1.59 | 0.65 |
| Petroleum Products | 5.49 | 4.88 |
| Electrical Equipment | 1.92 | 1.08 |
| Industrial Products | 1.67 | 3.63 |
| IT - Software | 10.34 | 10.2 |
| Retailing | 3.83 | 4.01 |
| Construction | 3.26 | 1.77 |
| Finance | 7.56 | 4.37 |
| Consumer Durables | 8.51 | 2.55 |
| Diversified FMCG | 2.71 | - |
| Banks | 23.32 | 22.06 |
| Chemicals & Petrochemicals | 1.99 | 3.2 |
| Pharmaceuticals & Biotechnology | 4.45 | 3.36 |
| Automobiles | 3.72 | 6.71 |
| Ferrous Metals | 1.37 | 1.46 |
| Capital Markets | 0.35 | 1.06 |
| Telecom - Services | 3.2 | 2.62 |
| Agricultural, Commercial & Construction Vehicles | 1.13 | - |
| Food Products | 1.22 | - |
| Power | 1.17 | - |
| Household Products | 0.96 | - |
| Auto Components | 0.74 | 5.45 |
| Cement & Cement Products | 1.64 | 1.95 |
| Realty | 0.87 | 0.6 |
| Insurance | 2.06 | 4.4 |
| Textiles & Apparels | 1.65 | - |
| Leisure Services | 1.88 | - |
| Industrial Manufacturing | 1.4 | 0.36 |
| Non - Ferrous Metals | - | 2 |
| Personal Products | - | 1.89 |
| Healthcare Services | - | 2.88 |
| Agricultural Food & other Products | - | 1.6 |
| Fertilizers & Agrochemicals | - | 0.87 |
| Transport Infrastructure | - | 0.95 |
| Beverages | - | 2.88 |
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