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) | ₹1524 Cr | ₹23266 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 | 2.63% | 4.27% |
| 6 Month | 6.57% | 8.8% |
| 1 Year | 5.02% | 7.64% |
| 3 Year | 16.65% | 17.55% |
| 5 Year | - | 20.43% |
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 | -0.01% | 0.46% |
| 1 Year | 6.96% | 8.92% |
| 3 Year | 12.29% | 14.49% |
| 5 Year | - | 14.32% |
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% | 16.28% |
| 3 Year | 16.02% | 16.31% |
| 5 Year | - | 17.33% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 12.22% | 12.74% |
| Sharp | 0.80% | 0.83% |
| Beta | 0.91% | 0.96% |
| Alpha | 1.14% | 1.52% |
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 | 7.52 | 4.87 |
| Large Cap | 70.84 | 64.21 |
| Mid Cap | 11.44 | 18.12 |
| Small Cap | 10.21 | 12.8 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 2.39 | 1.91 |
| Energy | 5.03 | 4.67 |
| Industrials | 10.52 | 10.97 |
| Technology | 10.68 | 9.36 |
| Consumer Cyclical | 14.21 | 13.78 |
| Financial Services | 32.95 | 31.42 |
| Basic Materials | 7.43 | 10.29 |
| Healthcare | 4.7 | 6.61 |
| Consumer Defensive | 5.82 | 7.59 |
| Utilities | 1.76 | - |
| Communication Services | 3.8 | 2.74 |
| Real Estate | 0.71 | 0.64 |
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