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) | ₹1524 Cr | ₹4975 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 | 0.2% | 0.7% |
6 Month | 9.11% | 12.76% |
1 Year | 0.88% | -0.8% |
3 Year | 17.71% | 21.23% |
5 Year | - | 21.21% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 1.54% | 2.26% |
1 Year | 11.03% | 12.4% |
3 Year | 14.12% | 17.76% |
5 Year | - | 17.16% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 16.56% | 14.77% |
3 Year | 16.02% | 13.32% |
5 Year | - | 14.1% |
Risk Management
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.23% | 13.97% |
Sharp | 0.80% | 0.91% |
Beta | 0.91% | 1.01% |
Alpha | 1.21% | 3.32% |
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 | 6.04 | 7.02 |
Large Cap | 72.1 | 52.87 |
Mid Cap | 10.27 | 18.31 |
Small Cap | 11.6 | 21.8 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 2.15 | 1.85 |
Energy | 4.95 | 4.08 |
Industrials | 10.87 | 13.04 |
Technology | 10.85 | 14.06 |
Consumer Cyclical | 13.45 | 14.28 |
Basic Materials | 7.81 | 8.66 |
Healthcare | 4.97 | 4.94 |
Consumer Defensive | 8.29 | 5.83 |
Financial Services | 30.87 | 26.17 |
Utilities | 1.9 | 2.09 |
Communication Services | 3.9 | 3.12 |
Real Estate | - | 1.87 |
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