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) | ₹1502 Cr | ₹75784 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 | 3.78% | 2.89% |
6 Month | 4.39% | 6.08% |
1 Year | 3.03% | 8.85% |
3 Year | 21.25% | 27.28% |
5 Year | - | 29.44% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
6 Month | 9.79% | 8.34% |
1 Year | 12.5% | 14.8% |
3 Year | 17.63% | 23.17% |
5 Year | - | 24.34% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
1 Year | 18.23% | 18.37% |
3 Year | 15.34% | 19% |
5 Year | - | 18.79% |
Risk Management
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Standard Deviation | 13.82% | 12.40% |
Sharp | 0.82% | 1.35% |
Beta | 0.93% | 0.83% |
Alpha | 0.82% | 7.32% |
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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 | 2.71 | 13.33 |
Large Cap | 73.4 | 73.37 |
Mid Cap | 10.92 | 3.4 |
Small Cap | 12.97 | 9.89 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Others | 1.59 | 10.55 |
Energy | 5.48 | 0.98 |
Industrials | 10.93 | 5.14 |
Technology | 8.25 | 4.79 |
Consumer Cyclical | 12.84 | 15.98 |
Basic Materials | 7.6 | 5.04 |
Healthcare | 4.01 | 8.79 |
Consumer Defensive | 6.96 | 1.1 |
Financial Services | 36.09 | 39.72 |
Utilities | 1.99 | 1.84 |
Communication Services | 4.26 | 3.18 |
Real Estate | - | 2.89 |
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