Mahindra Manulife Flexi Cap Fund vs Tata Flexi Cap Fund compare
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
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) | ₹1399 Cr | ₹2886 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 | 6.02% | 5.26% |
6 Month | 5.02% | 6.08% |
1 Year | 10.41% | 14.02% |
3 Year | 20.63% | 18.79% |
5 Year | - | 21.26% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | 6.6% | 7.53% |
1 Year | 6.16% | 10.56% |
3 Year | 17.65% | 18.25% |
5 Year | - | 16.28% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Year | 21.25% | 14.24% |
3 Year | 15.9% | 15.51% |
5 Year | - | 15.14% |
Risk Management
Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.527% | 11.4% |
Sharp | 0.583% | 0.68% |
Beta | 0.953% | 0.8% |
Alpha | 0.204% | 0.81% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.4 | 4.43 |
Large Cap | 66.22 | 59.44 |
Mid Cap | 16.67 | 13.52 |
Small Cap | 14.7 | 22.61 |
Sector Allocation
Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 2.4 | 2.95 |
Energy | 6.01 | - |
Technology | 8.36 | - |
Consumer Defensive | 5.24 | - |
Industrials | 13.52 | - |
Consumer Cyclical | 12.61 | - |
Basic Materials | 9.86 | - |
Financial Services | 31.97 | - |
Healthcare | 4.1 | - |
Utilities | 2.41 | - |
Communication Services | 3.51 | - |
Petroleum Products | - | 4.19 |
Cement & Cement Products | - | 6.95 |
Personal Products | - | 3.14 |
Construction | - | 4.2 |
Finance | - | 10.08 |
Ferrous Metals | - | 2.46 |
Consumer Durables | - | 3.64 |
Non - Ferrous Metals | - | 0.69 |
Insurance | - | 2.55 |
Pharmaceuticals & Biotechnology | - | 5.04 |
Banks | - | 23.32 |
Realty | - | 2.13 |
Agricultural, Commercial & Construction Vehicles | - | 1.53 |
Industrial Manufacturing | - | 0.71 |
Telecom - Services | - | 1.29 |
Diversified FMCG | - | 2.49 |
Retailing | - | 4.7 |
Food Products | - | 1.85 |
Leisure Services | - | 1.3 |
Transport Services | - | 0.36 |
Auto Components | - | 2.22 |
Healthcare Services | - | 2.01 |
IT - Software | - | 4.1 |
Automobiles | - | 3.11 |
Transport Infrastructure | - | 1.2 |
Capital Markets | - | 1.79 |
Top Comparisons
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.76%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.58%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns17.16%
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan
3Y Returns14.07%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns6.77%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns6.75%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns12.73%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%