Mahindra Manulife Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1597 Cr | ₹13862 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 23 Aug 2021 | 28 Apr 2014 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 77% | 90% |
| Expense Ratio | 2.08 | 1.72 |
| Manager | Manish Lodha | Rakesh Shetty |
| ISIN Code | INF174V01AP8 | INF247L01478 |
| 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 | Motilal Oswal 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 | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -2.69% | -3.86% |
| 6 Month | -0.36% | -6.04% |
| 1 Year | 8.26% | 3.52% |
| 3 Year | 16.74% | 22.32% |
| 5 Year | - | 14.53% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -3.58% | -8.08% |
| 1 Year | -0.9% | -10.18% |
| 3 Year | 8.81% | 11.59% |
| 5 Year | - | 13.87% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 10.79% | 12.68% |
| 3 Year | 16.44% | 13.71% |
| 5 Year | - | 12.34% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 14.38% | 12.18% |
| Sharp | 0.91% | 0.96% |
| Beta | 0.9% | 1% |
| Alpha | 1.07% | 4.47% |
Fund Managers
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Name | Manish Lodha | Rakesh Shetty |
| Total AUM | ₹10881 Cr | ₹33886 Cr |
| Funds Managed | 9 | 19 |
| Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 9.7 | 37.88 |
| Large Cap | 69.39 | 41.91 |
| Mid Cap | 12.61 | 18.14 |
| Small Cap | 8.3 | 2.08 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 1.37 | 23.73 |
| Energy | 6.34 | 2.24 |
| Industrials | 10.26 | 15.89 |
| Technology | 12.25 | 22.19 |
| Consumer Cyclical | 15.17 | 13.34 |
| Financial Services | 32.84 | 12.91 |
| Basic Materials | 5.72 | - |
| Consumer Defensive | 4.75 | 0.27 |
| Healthcare | 5 | - |
| Communication Services | 4.44 | 9.44 |
| Utilities | 1.03 | - |
| Real Estate | 0.83 | - |
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