Mahindra Manulife Flexi Cap Fund vs HSBC Flexi Cap Fund compare
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HSBC Flexi Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1575 Cr | ₹5267 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 23 Aug 2021 | 24 Feb 2004 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 77% | 27% |
| Expense Ratio | 2.08 | 1.93 |
| Manager | Manish Lodha | Venugopal Manghat |
| ISIN Code | INF174V01AP8 | INF336L01AF5 |
| 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 | HSBC 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 | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.33% | -1.96% |
| 6 Month | 4.99% | 2.1% |
| 1 Year | 3.33% | -2.26% |
| 3 Year | 15.78% | 18.21% |
| 5 Year | - | 17.98% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.04% | 0.58% |
| 1 Year | 14.78% | 10.9% |
| 3 Year | 13.92% | 15.31% |
| 5 Year | - | 15.82% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.56% | 14.58% |
| 3 Year | 16.02% | 13.55% |
| 5 Year | - | 14.16% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.22% | 13.99% |
| Sharp | 0.80% | 0.92% |
| Beta | 0.91% | 1.01% |
| Alpha | 1.14% | 3.40% |
Fund Managers
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Name | Manish Lodha | Venugopal Manghat |
| Total AUM | ₹10881 Cr | ₹41442 Cr |
| Funds Managed | 9 | 7 |
| Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 8.45 | 8.23 |
| Large Cap | 70.01 | 50.63 |
| Mid Cap | 11.83 | 17.83 |
| Small Cap | 9.71 | 23.31 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.29 | 1.09 |
| Energy | 5.3 | 3.78 |
| Industrials | 9.66 | 15.13 |
| Technology | 11.72 | 14.24 |
| Consumer Cyclical | 14.38 | 11.43 |
| Financial Services | 33.15 | 28.01 |
| Basic Materials | 7.16 | 7.24 |
| Healthcare | 4.42 | 4.81 |
| Consumer Defensive | 5.1 | 6.03 |
| Communication Services | 4.48 | 3.23 |
| Utilities | 1.53 | 3.3 |
| Real Estate | 0.8 | 1.72 |
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