Mahindra Manulife Flexi Cap Fund vs HDFC Flexi Cap Fund compare

Mahindra Manulife Flexi Cap Fund vs HDFC Flexi Cap Fund compare

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Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

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HDFC Flexi Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	-3.71%	-1.32%
6 Month	-1.59%	2.95%
1 Year	7.73%	13.5%
3 Year	15.64%	20.69%
5 Year	-	22.36%

SIP Return Analysis

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	HDFC Flexi Cap Fund - Growth Plan
6 Month	-0.19%	1.14%
1 Year	7.27%	11.83%
3 Year	11.16%	17.76%
5 Year	-	19.96%

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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