Mahindra Manulife Flexi Cap Fund vs Tata Flexi Cap Fund compare

Mahindra Manulife Flexi Cap Fund vs Tata Flexi Cap Fund compare

Link copied to clipboard!

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

Invest Now

Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

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)	₹1605 Cr	₹3670 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	0.63%	1.08%
6 Month	3.11%	2.57%
1 Year	6.57%	10.54%
3 Year	18.07%	17.85%
5 Year	-	14.48%

SIP Return Analysis

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	0.6%	0.4%
1 Year	9.65%	9.91%
3 Year	12.82%	14.15%
5 Year	-	13.79%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	16.56%	12.36%
3 Year	16.02%	15.61%
5 Year	-	15.89%

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	10.11	8.06
Large Cap	68.62	65.81
Mid Cap	12.62	14.14
Small Cap	8.65	11.99

Sector Allocation

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	2.05	6.96
Energy	5.49	5.27
Industrials	9.7	6.2
Technology	12.51	11.52
Consumer Cyclical	14.64	10.91
Financial Services	33.29	27.07
Basic Materials	6.39	11.95
Consumer Defensive	4.76	8.67
Healthcare	4.78	5.13
Communication Services	4.35	1.68
Utilities	1.17	1.97
Real Estate	0.87	2.68

Top Comparisons

Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns7.64%

VS

Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns7.77%

Compare Now

Kotak Focused Fund- Regular plan _ Growth Option

3Y Returns18.15%

VS

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

3Y Returns10.72%

Compare Now

Templeton India Value Fund - Growth Plan

3Y Returns19.05%

VS

HDFC Value Fund - Growth Plan

3Y Returns20.27%

Compare Now

Aditya Birla Sun Life Gold Fund-Growth

3Y Returns34.21%

VS

Axis Gold Fund - Regular Plan - Growth Option

3Y Returns34.11%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully