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) | ₹1597 Cr | ₹3127 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 | -0.5% | 0.61% |
| 6 Month | 0.07% | 3.32% |
| 1 Year | 8.65% | 8.9% |
| 3 Year | 16.78% | 19.48% |
| 5 Year | - | 17.11% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.19% | 1.46% |
| 1 Year | 7.27% | 12.44% |
| 3 Year | 11.16% | 14.75% |
| 5 Year | - | 15.73% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.79% | 11.45% |
| 3 Year | 16.44% | 15.67% |
| 5 Year | - | 15.38% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.38% | 12.65% |
| Sharp | 0.91% | 1% |
| Beta | 0.9% | 0.98% |
| Alpha | 1.07% | 2.48% |
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 | 9.7 | 11.07 |
| Large Cap | 69.39 | 57.09 |
| Mid Cap | 12.61 | 25.1 |
| Small Cap | 8.3 | 6.74 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.37 | 2.55 |
| Energy | 6.34 | 5 |
| Industrials | 10.26 | 9.99 |
| Technology | 12.25 | 10.18 |
| Consumer Cyclical | 15.17 | 12.58 |
| Financial Services | 32.84 | 33.24 |
| Basic Materials | 5.72 | 7.41 |
| Consumer Defensive | 4.75 | 6.2 |
| Healthcare | 5 | 6.61 |
| Communication Services | 4.44 | 2.53 |
| Utilities | 1.03 | 2.33 |
| Real Estate | 0.83 | 1.38 |
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