Mahindra Manulife Flexi Cap Fund vs SBI Flexicap Fund compare
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1575 Cr | ₹23168 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 23 Aug 2021 | 29 Sep 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 77% | 55% |
| Expense Ratio | 2.08 | 1.67 |
| Manager | Manish Lodha | Pradeep Kesavan |
| ISIN Code | INF174V01AP8 | INF200K01222 |
| 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 | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Month | 0.86% | 0.87% |
| 6 Month | 4.9% | 6.54% |
| 1 Year | 3.49% | 2.33% |
| 3 Year | 15.64% | 12.62% |
| 5 Year | - | 14.89% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 3.16% | 3.9% |
| 1 Year | 14.83% | 14.52% |
| 3 Year | 14.39% | 12.42% |
| 5 Year | - | 12.55% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 16.56% | 12.11% |
| 3 Year | 16.02% | 12.87% |
| 5 Year | - | 13.26% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 10.98% |
| Sharp | 0.80% | 0.63% |
| Beta | 0.91% | 0.82% |
| Alpha | 1.14% | -1.66% |
Fund Managers
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Name | Manish Lodha | Pradeep Kesavan |
| Total AUM | ₹10881 Cr | ₹434274 Cr |
| Funds Managed | 9 | 43 |
| Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 8.45 | 7.13 |
| Large Cap | 70.01 | 66.92 |
| Mid Cap | 11.83 | 13.77 |
| Small Cap | 9.71 | 12.18 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 2.29 | 7.13 |
| Energy | 5.3 | - |
| Industrials | 9.66 | - |
| Technology | 11.72 | - |
| Consumer Cyclical | 14.38 | - |
| Financial Services | 33.15 | - |
| Basic Materials | 7.16 | - |
| Healthcare | 4.42 | - |
| Consumer Defensive | 5.1 | - |
| Communication Services | 4.48 | - |
| Utilities | 1.53 | - |
| Real Estate | 0.8 | - |
| Petroleum Products | - | 5.09 |
| IT - Software | - | 2.71 |
| Construction | - | 5.04 |
| Ferrous Metals | - | 4.82 |
| Consumer Durables | - | 4.03 |
| Capital Markets | - | 0.48 |
| Non - Ferrous Metals | - | 1.31 |
| Banks | - | 22.06 |
| Pharmaceuticals & Biotechnology | - | 0.98 |
| Cement & Cement Products | - | 5.45 |
| Automobiles | - | 8.74 |
| Auto Components | - | 0.54 |
| Industrial Products | - | 3.26 |
| Finance | - | 10.41 |
| Telecom - Services | - | 5.59 |
| Electrical Equipment | - | 0.13 |
| Insurance | - | 4.43 |
| Agricultural, Commercial & Construction Vehicles | - | 1.44 |
| Transport Services | - | 2.62 |
| Beverages | - | 1 |
| Textiles & Apparels | - | 0.85 |
| Leisure Services | - | 0.97 |
| Healthcare Services | - | 0.92 |
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