Mahindra Manulife Flexi Cap Fund vs DSP Flexi Cap Fund compare
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
DSP Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1524 Cr | ₹11911 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 23 Aug 2021 | 07 Jun 2007 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 77% | 29% |
| Expense Ratio | 2.08 | 1.74 |
| Manager | Manish Lodha | Rohit Singhania |
| ISIN Code | INF174V01AP8 | INF740K01037 |
| 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 | DSP Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.63% | 1.91% |
| 6 Month | 6.57% | 6.46% |
| 1 Year | 5.02% | 1.77% |
| 3 Year | 16.65% | 17.24% |
| 5 Year | - | 19.86% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.15% | 0.3% |
| 1 Year | 6.88% | 6.88% |
| 3 Year | 12.13% | 13.42% |
| 5 Year | - | 13.92% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.56% | 11.55% |
| 3 Year | 16.02% | 14.5% |
| 5 Year | - | 14.73% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.23% | 13.45% |
| Sharp | 0.80% | 0.85% |
| Beta | 0.91% | 0.93% |
| Alpha | 1.21% | 1.25% |
Fund Managers
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Manish Lodha | Rohit Singhania |
| Total AUM | ₹10881 Cr | ₹46862 Cr |
| Funds Managed | 9 | 7 |
| Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.52 | 12.24 |
| Large Cap | 70.84 | 52.45 |
| Mid Cap | 11.44 | 16.59 |
| Small Cap | 10.21 | 18.72 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.39 | 1.27 |
| Energy | 5.03 | 3.04 |
| Industrials | 10.52 | 7.55 |
| Technology | 10.68 | 8.8 |
| Consumer Cyclical | 14.21 | 9.01 |
| Financial Services | 32.95 | 41.12 |
| Basic Materials | 7.43 | 8.46 |
| Healthcare | 4.7 | 9.92 |
| Consumer Defensive | 5.82 | 6.37 |
| Utilities | 1.76 | 1.08 |
| Communication Services | 3.8 | 3.29 |
| Real Estate | 0.71 | 0.1 |
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