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) | ₹1529 Cr | ₹5075 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 | -1.07% | -1.02% |
6 Month | 11.42% | 15.35% |
1 Year | -0.35% | 1.73% |
3 Year | 15.29% | 18.51% |
5 Year | - | 21.51% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 2% | 4.56% |
1 Year | 3.23% | 5.28% |
3 Year | 13.53% | 17.89% |
5 Year | - | 17.39% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 17.17% | 15.03% |
3 Year | 16.12% | 13.18% |
5 Year | - | 14.01% |
Risk Management
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.49% | 14.07% |
Sharp | 0.81% | 0.93% |
Beta | 0.91% | 0.99% |
Alpha | 1.01% | 3.15% |
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 | 5.82 | 6.24 |
Large Cap | 71.37 | 52.36 |
Mid Cap | 10.56 | 19.13 |
Small Cap | 12.24 | 22.27 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 1.94 | 1.51 |
Energy | 4.82 | 4.37 |
Industrials | 11.63 | 14.51 |
Technology | 9.61 | 11.87 |
Consumer Cyclical | 12.67 | 13.9 |
Basic Materials | 7.57 | 8.39 |
Healthcare | 5.13 | 4.83 |
Consumer Defensive | 7.38 | 5.05 |
Financial Services | 33.44 | 27.84 |
Utilities | 1.99 | 2.43 |
Communication Services | 3.82 | 3.19 |
Real Estate | - | 2.12 |
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