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) | ₹1529 Cr | ₹22117 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 | -2.79% | -1.65% |
6 Month | 9.63% | 5.67% |
1 Year | -0.21% | -0.17% |
3 Year | 15.28% | 12.1% |
5 Year | - | 18.16% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
6 Month | 2% | 2.53% |
1 Year | 3.23% | 1.71% |
3 Year | 13.53% | 10.76% |
5 Year | - | 12.08% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
1 Year | 17.17% | 12.42% |
3 Year | 16.12% | 12.86% |
5 Year | - | 13.05% |
Risk Management
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Standard Deviation | 12.49% | 10.98% |
Sharp | 0.81% | 0.66% |
Beta | 0.91% | 0.83% |
Alpha | 1.01% | -1.9% |
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 | 5.82 | 13.76 |
Large Cap | 71.37 | 63.44 |
Mid Cap | 10.56 | 11.58 |
Small Cap | 12.24 | 11.22 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Others | 1.94 | 7.26 |
Energy | 4.82 | 4.99 |
Industrials | 11.63 | 11.11 |
Technology | 9.61 | 5.51 |
Consumer Cyclical | 12.67 | 12.16 |
Basic Materials | 7.57 | 10.92 |
Healthcare | 5.13 | 2.04 |
Consumer Defensive | 7.38 | 2.14 |
Financial Services | 33.44 | 37.15 |
Utilities | 1.99 | 1.77 |
Communication Services | 3.82 | 4.96 |
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