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 | -1.54% | -1.14% |
| 6 Month | 2.26% | 2.95% |
| 1 Year | 0.37% | -0.3% |
| 3 Year | 18.48% | 15.95% |
| 5 Year | 21.73% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | 0.38% | 0.82% |
| 1 Year | 12.19% | 12.73% |
| 3 Year | 15.26% | 13.73% |
| 5 Year | 16.79% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 9.77% | 12.74% |
| 3 Year | 21.95% | 17.21% |
| 5 Year | 22.48% | - |
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 | 7.84 | 8.01 |
| Large Cap | 36.15 | 42.43 |
| Small Cap | 24.48 | 30.12 |
| Mid Cap | 31.52 | 19.44 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 3.31 | 3.84 |
| Energy | 2.03 | 1.3 |
| Utilities | 1.19 | 0.6 |
| Financial Services | 27.73 | 28.93 |
| Technology | 8.04 | 9.63 |
| Industrials | 15.4 | 10.3 |
| Basic Materials | 7.97 | 6.77 |
| Consumer Cyclical | 12.7 | 16.74 |
| Healthcare | 15.66 | 7.6 |
| Communication Services | 3.7 | 3.16 |
| Real Estate | 2.27 | 3.03 |
| Consumer Defensive | - | 8.11 |
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