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 | 2.61% | 1.38% |
| 6 Month | 5.27% | 6.76% |
| 1 Year | 9.01% | 12.16% |
| 3 Year | 16.5% | 21.56% |
| 5 Year | - | 26.54% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.52% | 3.1% |
| 1 Year | 10.79% | 15.7% |
| 3 Year | 13.31% | 19.85% |
| 5 Year | - | 21.23% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 16.56% | 19.61% |
| 3 Year | 16.02% | 18.48% |
| 5 Year | - | 16.58% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.22% | 10.59% |
| Sharp | 0.80% | 1.34% |
| Beta | 0.91% | 0.78% |
| Alpha | 1.14% | 6.79% |
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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