Mahindra Manulife Multi Cap Fund vs Aditya Birla Sun Life Multi compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5622 Cr | ₹6410 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 11 May 2017 | 07 May 2021 |
Category | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
Turn Over | 110% | 37% |
Expense Ratio | 1.82 | 1.84 |
Manager | Manish Lodha | Dhaval Joshi |
ISIN Code | INF174V01317 | INF209KB1Y23 |
Exits Load | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Month | 2.78% | 3.38% |
6 Month | 19.02% | 18.55% |
1 Year | -3.47% | -2.5% |
3 Year | 19.35% | 17.12% |
5 Year | 24.87% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
6 Month | 3.33% | 4.24% |
1 Year | 10.48% | 11.26% |
3 Year | 17.77% | 16.03% |
5 Year | 18.81% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Year | 11.92% | 14.36% |
3 Year | 22.44% | 17.8% |
5 Year | 21.35% | - |
Risk Management
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Standard Deviation | 14.71% | 13.65% |
Sharp | 0.78% | 0.67% |
Beta | 0.99% | 0.97% |
Alpha | 3.60% | 1.54% |
Fund Managers
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Name | Manish Lodha | Dhaval Joshi |
Total AUM | ₹10881 Cr | ₹361932 Cr |
Funds Managed | 9 | 55 |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Market Cap
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 6.85 | 8.09 |
Large Cap | 33.25 | 40.14 |
Small Cap | 30.65 | 29.45 |
Mid Cap | 29.25 | 22.33 |
Sector Allocation
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 2.32 | 2.52 |
Energy | 2.49 | 1.26 |
Utilities | 2.2 | 1.46 |
Technology | 6.49 | 7.63 |
Financial Services | 30.62 | 26.36 |
Industrials | 15.39 | 13.55 |
Consumer Cyclical | 11.55 | 15.71 |
Healthcare | 14.58 | 7.67 |
Basic Materials | 8.37 | 9.83 |
Consumer Defensive | 1.05 | 8.63 |
Communication Services | 3.41 | 2.86 |
Real Estate | 1.52 | 2.52 |
Top Comparisons
Kotak Large Cap Fund - Growth
3Y Returns15.5%
Axis Large Cap Fund - Regular Plan - Growth
3Y Returns11.83%
Kotak Money Market Fund - (Growth)
3Y Returns7.46%
Kotak Money Market Fund - (Growth)
3Y Returns7.46%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.64%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.11%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns25.42%
Sundaram Value Fund - Regular Plan - Growth
3Y Returns12.99%