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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) | ₹1529 Cr | ₹3388 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 | -1.68% | -1.33% |
| 6 Month | 13.26% | 13.15% |
| 1 Year | -4.1% | 0.68% |
| 3 Year | 15.97% | 15.16% |
| 5 Year | - | 16.69% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.43% | 0.95% |
| 1 Year | 3.65% | 6.34% |
| 3 Year | 13.36% | 14.76% |
| 5 Year | - | 14.2% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 17.17% | 13.08% |
| 3 Year | 16.12% | 15.55% |
| 5 Year | - | 15.57% |
Risk Management
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.49% | 11.4% |
| Sharp | 0.81% | 0.91% |
| Beta | 0.91% | 0.81% |
| Alpha | 1.01% | 1.15% |
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 | 5.82 | 6.12 |
| Large Cap | 71.37 | 59.56 |
| Mid Cap | 10.56 | 14.99 |
| Small Cap | 12.24 | 19.33 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 1.94 | 4.36 |
| Energy | 4.82 | 4.1 |
| Industrials | 11.63 | 7.9 |
| Technology | 9.61 | 7.7 |
| Consumer Cyclical | 12.67 | 9.85 |
| Basic Materials | 7.57 | 13.44 |
| Healthcare | 5.13 | 4.39 |
| Consumer Defensive | 7.38 | 11.73 |
| Financial Services | 33.44 | 32.59 |
| Utilities | 1.99 | - |
| Communication Services | 3.82 | 1.22 |
| Real Estate | - | 2.72 |
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