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) | ₹6125 Cr | ₹6781 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 | 0.01% | -0.1% |
| 6 Month | 2.84% | 2.94% |
| 1 Year | 3.88% | 2.94% |
| 3 Year | 21.65% | 18.28% |
| 5 Year | 21.9% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | -0.54% | -0.65% |
| 1 Year | 8.85% | 8.75% |
| 3 Year | 14.78% | 13.15% |
| 5 Year | 16.87% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 9.49% | 12.74% |
| 3 Year | 21.88% | 17.21% |
| 5 Year | 22.4% | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 14.79% | 13.55% |
| Sharp | 0.82% | 0.74% |
| Beta | 0.99% | 0.93% |
| Alpha | 1.02% | -0.34% |
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 | 10.27 | 9.04 |
| Large Cap | 35.58 | 43.34 |
| Small Cap | 27.51 | 28.07 |
| Mid Cap | 26.64 | 19.56 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 3.33 | 3.16 |
| Energy | 2.11 | 1.36 |
| Utilities | 1.11 | 0.59 |
| Industrials | 15.18 | 10.23 |
| Financial Services | 30.92 | 29.2 |
| Technology | 7.53 | 9.92 |
| Basic Materials | 6.36 | 6.68 |
| Consumer Cyclical | 11.78 | 17.6 |
| Healthcare | 15.65 | 7.62 |
| Communication Services | 3.95 | 3.32 |
| Real Estate | 2.07 | 2.58 |
| Consumer Defensive | - | 7.74 |
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