Mahindra Manulife Multi Cap Fund vs Edelweiss Multi Cap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5727 Cr | ₹2909 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 11 May 2017 | 25 Oct 2023 |
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% | % |
Expense Ratio | 1.82 | 1.94 |
Manager | Manish Lodha | Trideep Bhattacharya |
ISIN Code | INF174V01317 | INF754K01RW0 |
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 | Edelweiss 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 | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Month | 2.33% | 2.61% |
6 Month | 17.45% | 15.98% |
1 Year | -3.6% | -3.71% |
3 Year | 18.4% | - |
5 Year | 25.29% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | 3.33% | 3.4% |
1 Year | 10.48% | 8.03% |
3 Year | 17.77% | - |
5 Year | 18.81% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 11.92% | 10.35% |
3 Year | 22.44% | - |
5 Year | 21.35% | - |
Risk Management
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 14.71% | - |
Sharp | 0.78% | - |
Beta | 0.99% | - |
Alpha | 3.60% | - |
Fund Managers
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Name | Manish Lodha | Trideep Bhattacharya |
Total AUM | ₹10881 Cr | ₹0 Cr |
Funds Managed | 9 | 9 |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 6.85 | 5.43 |
Large Cap | 33.25 | 40.68 |
Small Cap | 30.65 | 29.84 |
Mid Cap | 29.25 | 24.05 |
Sector Allocation
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 2.32 | 1.56 |
Energy | 2.49 | 4.22 |
Utilities | 2.2 | 2.5 |
Technology | 6.49 | 9.63 |
Financial Services | 30.62 | 30.97 |
Industrials | 15.39 | 8.73 |
Consumer Cyclical | 11.55 | 13.74 |
Healthcare | 14.58 | 11.85 |
Basic Materials | 8.37 | 7.2 |
Consumer Defensive | 1.05 | 5.98 |
Communication Services | 3.41 | 1.65 |
Real Estate | 1.52 | 1.97 |
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