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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) | ₹1509 Cr | ₹3394 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 | 3.78% | 4.11% |
| 6 Month | 15.72% | 17.46% |
| 1 Year | -2.08% | 1.73% |
| 3 Year | 16.88% | 15.51% |
| 5 Year | - | 17.05% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.8% | 3.96% |
| 1 Year | 11.73% | 14.67% |
| 3 Year | 15.13% | 16.67% |
| 5 Year | - | 15% |
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 | 12.53% | 11.4% |
| Sharp | 0.67% | 0.75% |
| Beta | 0.92% | 0.8% |
| Alpha | 1.16% | 1.17% |
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 | 6.04 | 4.9 |
| Large Cap | 72.1 | 61.8 |
| Mid Cap | 10.27 | 14.91 |
| Small Cap | 11.6 | 18.39 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 2.15 | 3.18 |
| Energy | 4.95 | 4 |
| Industrials | 11.68 | 8.05 |
| Technology | 10.04 | 9.83 |
| Consumer Cyclical | 13.45 | 10.3 |
| Basic Materials | 7.81 | 13.11 |
| Healthcare | 4.97 | 4.34 |
| Consumer Defensive | 8.29 | 12.23 |
| Financial Services | 30.87 | 31.2 |
| Utilities | 1.9 | - |
| Communication Services | 3.9 | 1.14 |
| Real Estate | - | 2.63 |
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