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) | ₹1597 Cr | ₹12328 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 | -2.69% | -2.38% |
| 6 Month | -0.36% | 0.13% |
| 1 Year | 8.26% | 8.32% |
| 3 Year | 16.74% | 17.97% |
| 5 Year | - | 15.09% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.58% | -3.84% |
| 1 Year | -0.9% | -2.54% |
| 3 Year | 8.81% | 9.25% |
| 5 Year | - | 11.82% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.79% | 11.15% |
| 3 Year | 16.44% | 14.66% |
| 5 Year | - | 14.93% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.38% | 13.45% |
| Sharp | 0.91% | 0.9% |
| Beta | 0.9% | 0.94% |
| Alpha | 1.07% | 1.35% |
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 | 9.7 | 10.36 |
| Large Cap | 69.39 | 54.28 |
| Mid Cap | 12.61 | 18.92 |
| Small Cap | 8.3 | 16.43 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.37 | 1.68 |
| Energy | 6.34 | 4.29 |
| Industrials | 10.26 | 7.25 |
| Technology | 12.25 | 10.15 |
| Consumer Cyclical | 15.17 | 8.93 |
| Financial Services | 32.84 | 40.36 |
| Basic Materials | 5.72 | 8.2 |
| Consumer Defensive | 4.75 | 4.63 |
| Healthcare | 5 | 8.59 |
| Communication Services | 4.44 | 4.79 |
| Utilities | 1.03 | 1.02 |
| Real Estate | 0.83 | 0.11 |
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