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) | ₹1524 Cr | ₹13554 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 | 2.63% | 3.69% |
| 6 Month | 6.57% | 9.66% |
| 1 Year | 5.02% | 5.31% |
| 3 Year | 16.65% | 21.7% |
| 5 Year | - | 19.49% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -0.15% | -1.64% |
| 1 Year | 6.88% | 2.87% |
| 3 Year | 12.13% | 19.34% |
| 5 Year | - | 17.52% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 16.56% | 13.31% |
| 3 Year | 16.02% | 13.5% |
| 5 Year | - | 12.14% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 15.89% |
| Sharp | 0.80% | 0.92% |
| Beta | 0.91% | 0.98% |
| Alpha | 1.14% | 5.26% |
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 | 7.52 | 23.55 |
| Large Cap | 70.84 | 45.68 |
| Mid Cap | 11.44 | 29.48 |
| Small Cap | 10.21 | 1.3 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 2.39 | 5.8 |
| Energy | 5.03 | - |
| Industrials | 10.52 | 19.67 |
| Technology | 10.68 | 32.63 |
| Consumer Cyclical | 14.21 | 24.07 |
| Financial Services | 32.95 | 9.47 |
| Basic Materials | 7.43 | - |
| Healthcare | 4.7 | 0 |
| Consumer Defensive | 5.82 | - |
| Utilities | 1.76 | 5.5 |
| Communication Services | 3.8 | 2.86 |
| Real Estate | 0.71 | - |
Top Comparisons
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns16.07%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns23.52%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns16.03%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns20.11%
HDFC Gilt Fund - Growth Plan
3Y Returns7.35%
Canara Robeco Gilt Fund - Regular Plan - Growth Option
3Y Returns6.7%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns17.36%
Sundaram Services Fund Regular Plan - Growth
3Y Returns18.06%