Mahindra Manulife Flexi Cap Fund vs HDFC Flexi Cap Fund compare
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
HDFC Flexi Cap Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Fund | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1524 Cr | ₹85560 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 23 Aug 2021 | 01 Jan 1995 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 77% | 42.17% |
Expense Ratio | 2.08 | 1.42 |
Manager | Manish Lodha | Dhruv Muchhal |
ISIN Code | INF174V01AP8 | INF179K01608 |
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 | HDFC Flexi Cap Fund - 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 | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
1 Month | 0.49% | 1.05% |
6 Month | 8.46% | 9.81% |
1 Year | 2.44% | 8.49% |
3 Year | 17.5% | 23.44% |
5 Year | - | 29.11% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
6 Month | 2.16% | 4.08% |
1 Year | 12.51% | 17.85% |
3 Year | 14.61% | 21.4% |
5 Year | - | 22.49% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
1 Year | 16.56% | 17.96% |
3 Year | 16.02% | 19.22% |
5 Year | - | 18.92% |
Risk Management
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Standard Deviation | 12.23% | 10.92% |
Sharp | 0.80% | 1.40% |
Beta | 0.91% | 0.80% |
Alpha | 1.21% | 7.74% |
Fund Managers
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Name | Manish Lodha | Dhruv Muchhal |
Total AUM | ₹10881 Cr | ₹520687 Cr |
Funds Managed | 9 | 40 |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
Market Cap
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Others | 7.52 | 12.06 |
Large Cap | 70.84 | 74.74 |
Mid Cap | 11.44 | 3.33 |
Small Cap | 10.21 | 9.87 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Others | 2.39 | 9.24 |
Energy | 5.03 | 1.28 |
Industrials | 10.52 | 5.21 |
Technology | 10.68 | 4.98 |
Consumer Cyclical | 14.21 | 17.25 |
Financial Services | 32.95 | 39 |
Basic Materials | 7.43 | 5.99 |
Healthcare | 4.7 | 8.73 |
Consumer Defensive | 5.82 | 0.67 |
Utilities | 1.76 | 2.23 |
Communication Services | 3.8 | 2.6 |
Real Estate | 0.71 | 2.82 |
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