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) | ₹1399 Cr | ₹65967 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 | 3.86% | 3.81% |
6 Month | -1.37% | 1.36% |
1 Year | 6.05% | 15.57% |
3 Year | 16% | 23.41% |
5 Year | - | 30.46% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
6 Month | 2.58% | 4.31% |
1 Year | -1.53% | 7.07% |
3 Year | 15.93% | 23.62% |
5 Year | - | 25.22% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
1 Year | 21.25% | 18.75% |
3 Year | 15.9% | 18.86% |
5 Year | - | 18.67% |
Risk Management
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Standard Deviation | 13.527% | 12.345% |
Sharp | 0.583% | 1.134% |
Beta | 0.953% | 0.834% |
Alpha | 0.204% | 8.405% |
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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 | 2.4 | 12.44 |
Large Cap | 66.22 | 72.89 |
Mid Cap | 16.67 | 4.37 |
Small Cap | 14.7 | 10.31 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Others | 2.4 | 10.1 |
Energy | 6.01 | 0.19 |
Technology | 8.36 | 5.99 |
Consumer Defensive | 5.24 | 1.33 |
Industrials | 13.52 | 4.87 |
Consumer Cyclical | 12.61 | 15.43 |
Basic Materials | 9.86 | 4.67 |
Financial Services | 31.97 | 38.64 |
Healthcare | 4.1 | 10.33 |
Utilities | 2.41 | 1.14 |
Communication Services | 3.51 | 4.33 |
Real Estate | - | 2.97 |
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