Mahindra Manulife Flexi Cap Fund vs Edelweiss Flexi Cap Fund compare
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1605 Cr | ₹3006 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 23 Aug 2021 | 03 Feb 2015 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 77% | 49% |
| Expense Ratio | 2.08 | 1.96 |
| Manager | Manish Lodha | Trideep Bhattacharya |
| ISIN Code | INF174V01AP8 | INF843K01KN5 |
| 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 | Edelweiss 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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.73% | -0.41% |
| 6 Month | 3.97% | 5.95% |
| 1 Year | 4.38% | 2.33% |
| 3 Year | 16.24% | 18.37% |
| 5 Year | - | 18.42% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.6% | 1.83% |
| 1 Year | 9.65% | 12.67% |
| 3 Year | 12.82% | 15.95% |
| 5 Year | - | 16.48% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.56% | 11.73% |
| 3 Year | 16.02% | 15.58% |
| 5 Year | - | 15.23% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.18% | 13.34% |
| Sharp | 0.75% | 0.82% |
| Beta | 0.91% | 0.99% |
| Alpha | 1.34% | 2.43% |
Fund Managers
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Lodha | Trideep Bhattacharya |
| Total AUM | ₹10881 Cr | ₹0 Cr |
| Funds Managed | 9 | 9 |
| Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.11 | 8.28 |
| Large Cap | 68.62 | 56.87 |
| Mid Cap | 12.62 | 26.59 |
| Small Cap | 8.65 | 8.25 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.05 | 1.91 |
| Energy | 5.49 | 4.93 |
| Industrials | 9.7 | 10.94 |
| Technology | 12.51 | 11.8 |
| Consumer Cyclical | 14.64 | 12.62 |
| Financial Services | 33.29 | 31.92 |
| Basic Materials | 6.39 | 6.49 |
| Consumer Defensive | 4.76 | 5.89 |
| Healthcare | 4.78 | 6.9 |
| Communication Services | 4.35 | 2.55 |
| Utilities | 1.17 | 2.33 |
| Real Estate | 0.87 | 1.72 |
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