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) | ₹1509 Cr | ₹2777 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 | 3.78% | 3.26% |
6 Month | 15.72% | 16.48% |
1 Year | -2.08% | -2.73% |
3 Year | 16.88% | 18.26% |
5 Year | - | 21.34% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.8% | 4.3% |
1 Year | 11.73% | 9.97% |
3 Year | 15.13% | 17.38% |
5 Year | - | 17.26% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.17% | 12.79% |
3 Year | 16.12% | 15.26% |
5 Year | - | 14.89% |
Risk Management
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.53% | 13.56% |
Sharp | 0.67% | 0.74% |
Beta | 0.92% | 0.98% |
Alpha | 1.16% | 2.34% |
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 | 5.82 | 7.31 |
Large Cap | 71.37 | 61.51 |
Mid Cap | 10.56 | 23.05 |
Small Cap | 12.24 | 8.13 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.94 | 2.1 |
Energy | 4.82 | 5.21 |
Industrials | 11.63 | 11.72 |
Technology | 9.61 | 11.3 |
Consumer Cyclical | 12.67 | 12.48 |
Basic Materials | 7.57 | 5.8 |
Healthcare | 5.13 | 7.95 |
Consumer Defensive | 7.38 | 6.11 |
Financial Services | 33.44 | 29.86 |
Utilities | 1.99 | 2.87 |
Communication Services | 3.82 | 2.57 |
Real Estate | - | 2.03 |
Top Comparisons
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.91%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.46%
Sundaram Liquid Fund (G)
3Y Returns6.94%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.95%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns21.8%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns15.72%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns13.58%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns13.58%