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) | ₹1597 Cr | ₹96295 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 | -2.69% | -0.16% |
| 6 Month | -0.36% | 3.95% |
| 1 Year | 8.26% | 14.07% |
| 3 Year | 16.74% | 22.03% |
| 5 Year | - | 23.3% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | -3.58% | -1.39% |
| 1 Year | -0.9% | 5.13% |
| 3 Year | 8.81% | 15.88% |
| 5 Year | - | 19.07% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 10.79% | 19.4% |
| 3 Year | 16.44% | 18.59% |
| 5 Year | - | 16.64% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 14.38% | 12.12% |
| Sharp | 0.91% | 1.4% |
| Beta | 0.9% | 0.78% |
| Alpha | 1.07% | 6.05% |
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 | 9.7 | 15.55 |
| Large Cap | 69.39 | 73.11 |
| Mid Cap | 12.61 | 3.09 |
| Small Cap | 8.3 | 8.25 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 1.37 | 13.19 |
| Energy | 6.34 | 1.37 |
| Industrials | 10.26 | 4.76 |
| Technology | 12.25 | 5.6 |
| Consumer Cyclical | 15.17 | 15.22 |
| Financial Services | 32.84 | 38.96 |
| Basic Materials | 5.72 | 5.25 |
| Consumer Defensive | 4.75 | 0.86 |
| Healthcare | 5 | 7.46 |
| Communication Services | 4.44 | 2.47 |
| Utilities | 1.03 | 2.5 |
| Real Estate | 0.83 | 2.36 |
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