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) | ₹1605 Cr | ₹14312 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 | -0.18% | -2.3% |
| 6 Month | 3.61% | 1.65% |
| 1 Year | 2.85% | -5.86% |
| 3 Year | 16.05% | 20.68% |
| 5 Year | - | 16.07% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.13% | -1.55% |
| 1 Year | 13.64% | 6.42% |
| 3 Year | 13.45% | 18.44% |
| 5 Year | - | 17.17% |
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% | 12.92% |
| 3 Year | 16.02% | 13.64% |
| 5 Year | - | 12.27% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.18% | 15.91% |
| Sharp | 0.75% | 0.90% |
| Beta | 0.91% | 1.00% |
| Alpha | 1.34% | 5.73% |
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 | 8.45 | 33.4 |
| Large Cap | 70.01 | 39.78 |
| Mid Cap | 11.83 | 25.38 |
| Small Cap | 9.71 | 1.45 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 2.29 | 18.45 |
| Energy | 5.3 | - |
| Industrials | 9.66 | 16.69 |
| Technology | 11.72 | 28.53 |
| Consumer Cyclical | 14.38 | 17.43 |
| Financial Services | 33.15 | 9.55 |
| Basic Materials | 7.16 | - |
| Healthcare | 4.42 | - |
| Consumer Defensive | 5.1 | 0.5 |
| Communication Services | 4.48 | 8.85 |
| Utilities | 1.53 | 0 |
| Real Estate | 0.8 | - |
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