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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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

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%

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	3.16%	2.29%
1 Year	14.83%	14.22%
3 Year	14.39%	15.34%
5 Year	-	14.39%

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%

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.22%	11.4%
Sharp	0.80%	0.87%
Beta	0.91%	0.81%
Alpha	1.14%	1.24%

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

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	66.17
Mid Cap	11.83	11.21
Small Cap	9.71	14.53

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	2.29	6.31
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	-	4.11
IT - Software	-	9.37
Retailing	-	3.66
Personal Products	-	2.99
Construction	-	4.26
Finance	-	7.62
Ferrous Metals	-	2.47
Consumer Durables	-	3.75
Non - Ferrous Metals	-	0.34
Insurance	-	2.48
Banks	-	18.85
Realty	-	4.52
Pharmaceuticals & Biotechnology	-	3.92
Cement & Cement Products	-	6.09
Telecom - Services	-	1.15
Diversified FMCG	-	2.9
Food Products	-	1.39
Leisure Services	-	0.9
Oil	-	0.78
Chemicals & Petrochemicals	-	1.08
Healthcare Services	-	1.91
Auto Components	-	2.3
Automobiles	-	3.13
Fertilizers & Agrochemicals	-	0.54
Power	-	1.4
Transport Infrastructure	-	1.3
Textiles & Apparels	-	0.48