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) | ₹1529 Cr | ₹80642 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 | -0.52% | 1.77% |
6 Month | 11.22% | 12.04% |
1 Year | -0.31% | 9.09% |
3 Year | 15.79% | 22.72% |
5 Year | - | 27.61% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
6 Month | 2% | 3.54% |
1 Year | 3.23% | 9.56% |
3 Year | 13.53% | 20.48% |
5 Year | - | 22.41% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
1 Year | 17.17% | 18.14% |
3 Year | 16.12% | 19.11% |
5 Year | - | 18.88% |
Risk Management
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Standard Deviation | 12.49% | 11.30% |
Sharp | 0.81% | 1.36% |
Beta | 0.91% | 0.81% |
Alpha | 1.01% | 7.13% |
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 | 5.82 | 11.84 |
Large Cap | 71.37 | 74.89 |
Mid Cap | 10.56 | 3.41 |
Small Cap | 12.24 | 9.86 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Others | 1.94 | 9.03 |
Energy | 4.82 | 0.93 |
Industrials | 11.63 | 4.88 |
Technology | 9.61 | 4.85 |
Consumer Cyclical | 12.67 | 16.85 |
Basic Materials | 7.57 | 5.94 |
Healthcare | 5.13 | 9.05 |
Consumer Defensive | 7.38 | 0.71 |
Financial Services | 33.44 | 40.06 |
Utilities | 1.99 | 2.09 |
Communication Services | 3.82 | 2.93 |
Real Estate | - | 2.69 |
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