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)	₹1502 Cr	₹3263 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	3.78%	3.81%
6 Month	4.39%	7.52%
1 Year	3.03%	7.77%
3 Year	21.25%	19.91%
5 Year	-	19.51%

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	9.79%	10.13%
1 Year	12.5%	16.07%
3 Year	17.63%	18.72%
5 Year	-	16.52%

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	18.23%	13.43%
3 Year	15.34%	15.32%
5 Year	-	15.31%

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	13.28%	11.77%
Sharp	1.08%	1.09%
Beta	0.93%	0.79%
Alpha	1.17%	1.62%

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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	2.71	6.85
Large Cap	73.4	57.85
Mid Cap	10.92	13.74
Small Cap	12.97	21.56

Scheme Name	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	1.59	5.27
Energy	5.48	-
Industrials	10.93	-
Technology	8.25	-
Consumer Cyclical	12.84	-
Basic Materials	7.6	-
Healthcare	4.01	-
Consumer Defensive	6.96	-
Financial Services	36.09	-
Utilities	1.99	-
Communication Services	4.26	-
Petroleum Products	-	4.57
Cement & Cement Products	-	6.97
Personal Products	-	2.92
Construction	-	4.2
Finance	-	9.76
Ferrous Metals	-	2.54
Consumer Durables	-	4.38
Non - Ferrous Metals	-	0.87
Insurance	-	1.32
Banks	-	22.69
Realty	-	2.33
Agricultural, Commercial & Construction Vehicles	-	1.43
Pharmaceuticals & Biotechnology	-	2.66
Telecom - Services	-	1.34
Diversified FMCG	-	2.31
Retailing	-	4.46
Food Products	-	2.93
Leisure Services	-	1.13
Transport Services	-	0.34
Auto Components	-	2.91
Healthcare Services	-	1.9
IT - Software	-	4.05
Automobiles	-	3.02
Fertilizers & Agrochemicals	-	0.56
Transport Infrastructure	-	1.32
Capital Markets	-	1.82