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) | ₹1509 Cr | ₹22962 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 | 4.19% | 3.31% |
6 Month | 15.69% | 16% |
1 Year | -1.78% | 0.69% |
3 Year | 17.02% | 17.77% |
5 Year | - | 20.13% |
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 | 3.8% | 3.89% |
1 Year | 11.73% | 12.42% |
3 Year | 15.13% | 16.92% |
5 Year | - | 15.81% |
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 | 17.17% | 16.53% |
3 Year | 16.12% | 16.26% |
5 Year | - | 17.18% |
Risk Management
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 12.53% | 12.55% |
Sharp | 0.67% | 0.8% |
Beta | 0.92% | 0.95% |
Alpha | 1.16% | 1.47% |
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 | 6.04 | 4.49 |
Large Cap | 72.1 | 65.11 |
Mid Cap | 10.27 | 17.4 |
Small Cap | 11.6 | 12.99 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 2.15 | 1.33 |
Energy | 4.95 | 4.6 |
Industrials | 11.68 | 10.93 |
Technology | 10.04 | 9.25 |
Consumer Cyclical | 13.45 | 13.39 |
Basic Materials | 7.81 | 10.23 |
Healthcare | 4.97 | 7.15 |
Consumer Defensive | 8.29 | 7.5 |
Financial Services | 30.87 | 32.2 |
Utilities | 1.9 | - |
Communication Services | 3.9 | 2.81 |
Real Estate | - | 0.6 |
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