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) | ₹1529 Cr | ₹23127 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 | -2.79% | -1.47% |
6 Month | 9.63% | 11.11% |
1 Year | -0.21% | 4.67% |
3 Year | 15.28% | 16.38% |
5 Year | - | 20.22% |
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 | 2% | 3.32% |
1 Year | 3.23% | 6.45% |
3 Year | 13.53% | 16% |
5 Year | - | 15.51% |
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 | 12.49% | 12.79% |
Sharp | 0.81% | 0.84% |
Beta | 0.91% | 0.94% |
Alpha | 1.01% | 1.29% |
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 | 5.82 | 5.33 |
Large Cap | 71.37 | 65.38 |
Mid Cap | 10.56 | 16.17 |
Small Cap | 12.24 | 13.11 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 1.94 | 2.46 |
Energy | 4.82 | 4.79 |
Industrials | 11.63 | 11.52 |
Technology | 9.61 | 7.92 |
Consumer Cyclical | 12.67 | 12.46 |
Basic Materials | 7.57 | 10.34 |
Healthcare | 5.13 | 7.34 |
Consumer Defensive | 7.38 | 7.18 |
Financial Services | 33.44 | 32.29 |
Utilities | 1.99 | - |
Communication Services | 3.82 | 3.03 |
Real Estate | - | 0.67 |
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