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Mahindra Manulife Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹53626 Cr | ₹1509 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 23 Aug 2021 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 16.04% | 77% |
| Expense Ratio | 1.46 | 2.08 |
| Manager | Harsha Upadhyaya | Manish Lodha |
| ISIN Code | INF174K01336 | INF174V01AP8 |
| Exits Load | Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 1.56% | 3.08% |
| 6 Month | 16.65% | 14.94% |
| 1 Year | 1.29% | -2.65% |
| 3 Year | 15.57% | 15.83% |
| 5 Year | 19.07% | - |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 3.34% | 3.8% |
| 1 Year | 13.43% | 11.73% |
| 3 Year | 16.19% | 15.13% |
| 5 Year | 15.69% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 12.26% | 17.17% |
| 3 Year | 15.22% | 16.12% |
| 5 Year | 15.42% | - |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 12.26% | 12.53% |
| Sharp | 0.74% | 0.67% |
| Beta | 0.93% | 0.92% |
| Alpha | 0.96% | 1.16% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Manish Lodha |
| Total AUM | ₹139411 Cr | ₹10881 Cr |
| Funds Managed | 11 | 9 |
| Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
|---|---|---|
| Others | 2.62 | 5.82 |
| Large Cap | 68.99 | 71.37 |
| Small Cap | 4.67 | 12.24 |
| Mid Cap | 23.72 | 10.56 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
|---|---|---|
| Others | 2.22 | 1.94 |
| Communication Services | 3.09 | 3.82 |
| Energy | 6.01 | 4.82 |
| Technology | 7.27 | 9.61 |
| Consumer Cyclical | 10.29 | 12.67 |
| Healthcare | 3.18 | 5.13 |
| Industrials | 21.34 | 11.63 |
| Consumer Defensive | 2.58 | 7.38 |
| Basic Materials | 14.86 | 7.57 |
| Financial Services | 25.57 | 33.44 |
| Utilities | 3.59 | 1.99 |
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