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Mahindra Manulife Flexi Cap Fund vs Tata Flexi Cap Fund compare

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tortoise-icon Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

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tortoise-icon 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) ₹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%

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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

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