Mahindra Manulife Flexi Cap Fund vs Tata Flexi Cap Fund compare

Mahindra Manulife Flexi Cap Fund vs Tata Flexi Cap Fund compare

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Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

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Tata Flexi Cap Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Fund	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1575 Cr	₹3618 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	23 Aug 2021	06 Sep 2018
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	77%	69.17%
Expense Ratio	2.08	1.94
Manager	Manish Lodha	Amey Sathe
ISIN Code	INF174V01AP8	INF277K019K2
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	Tata 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	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	1.33%	0.91%
6 Month	4.99%	4.24%
1 Year	3.33%	5.43%
3 Year	15.78%	15.59%
5 Year	-	15.26%

SIP Return Analysis

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	3.04%	2.2%
1 Year	14.78%	13.96%
3 Year	13.92%	14.78%
5 Year	-	13.98%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	16.56%	12.39%
3 Year	16.02%	15.62%
5 Year	-	15.9%

Risk Management

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.18%	11.4%
Sharp	0.75%	0.86%
Beta	0.91%	0.82%
Alpha	1.34%	1.56%

Fund Managers

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Name	Manish Lodha	Amey Sathe
Total AUM	₹10881 Cr	₹11910 Cr
Funds Managed	9	4
	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth

Market Cap

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	8.45	8.09
Large Cap	70.01	65.94
Mid Cap	11.83	11.45
Small Cap	9.71	14.52

Sector Allocation

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	2.29	6.32
Energy	5.3	4.89
Industrials	9.66	5.56
Technology	11.72	9.37
Consumer Cyclical	14.38	9.62
Financial Services	33.15	28.95
Basic Materials	7.16	12.82
Healthcare	4.42	5.82
Consumer Defensive	5.1	9.58
Communication Services	4.48	1.15
Utilities	1.53	1.4
Real Estate	0.8	4.51

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