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) | ₹1509 Cr | ₹13679 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 | 3.78% | 5.02% |
6 Month | 15.72% | 18.27% |
1 Year | -2.08% | 3.01% |
3 Year | 16.88% | 22.54% |
5 Year | - | 19.7% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | 3.8% | 5.94% |
1 Year | 11.73% | 12.99% |
3 Year | 15.13% | 24.49% |
5 Year | - | 20.12% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 17.17% | 13.61% |
3 Year | 16.12% | 13.36% |
5 Year | - | 12.02% |
Risk Management
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 12.53% | 15.65% |
Sharp | 0.67% | 0.94% |
Beta | 0.92% | 0.95% |
Alpha | 1.16% | 7.18% |
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 | 5.82 | 20.73 |
Large Cap | 71.37 | 46.87 |
Mid Cap | 10.56 | 31.04 |
Small Cap | 12.24 | 1.36 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 1.94 | 1.57 |
Energy | 4.82 | - |
Industrials | 11.63 | 20.77 |
Technology | 9.61 | 32.01 |
Consumer Cyclical | 12.67 | 25.1 |
Basic Materials | 7.57 | - |
Healthcare | 5.13 | 1.69 |
Consumer Defensive | 7.38 | - |
Financial Services | 33.44 | 9.8 |
Utilities | 1.99 | 6.17 |
Communication Services | 3.82 | 2.9 |
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