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) | ₹54841 Cr | ₹1560 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 | -4.03% | -3.27% |
6 Month | 7.71% | 6.25% |
1 Year | -0.83% | -3.13% |
3 Year | 16.91% | 16.42% |
5 Year | 19.6% | - |
SIP Return Analysis
Scheme Name | Kotak Flexicap Fund - Growth | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
---|---|---|
6 Month | 6.52% | 4.62% |
1 Year | 12.21% | 6.47% |
3 Year | 17.78% | 15.81% |
5 Year | 17.04% | - |
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% | 13.28% |
Sharp | 1.19% | 1.08% |
Beta | 0.93% | 0.93% |
Alpha | 1.4% | 1.17% |
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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 | 2.34 | 6.13 |
Large Cap | 68.68 | 71.71 |
Small Cap | 4.62 | 11.96 |
Mid Cap | 24.36 | 10.2 |
Sector Allocation
Scheme Name |
Kotak Flexicap Fund - Growth |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
---|---|---|
Others | 1.9 | 2.56 |
Communication Services | 3.15 | 4.6 |
Energy | 6.12 | 5.57 |
Technology | 7.86 | 9.12 |
Consumer Cyclical | 9.68 | 12.89 |
Healthcare | 3.12 | 3.82 |
Industrials | 21.74 | 10.68 |
Consumer Defensive | 2.36 | 7.04 |
Basic Materials | 14.69 | 7.19 |
Financial Services | 25.73 | 34.73 |
Utilities | 3.64 | 1.79 |
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