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) | ₹5720 Cr | ₹2883 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 | 0.73% | 0.72% |
6 Month | 16.65% | 15.89% |
1 Year | -1.91% | -4.01% |
3 Year | 19.61% | - |
5 Year | 24.8% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | 1.72% | 1.7% |
1 Year | 12.1% | 9.46% |
3 Year | 16.96% | - |
5 Year | 18.15% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 10.79% | 8.82% |
3 Year | 22.23% | - |
5 Year | 22.01% | - |
Risk Management
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 14.66% | - |
Sharp | 0.81% | - |
Beta | 1.01% | - |
Alpha | 2.46% | - |
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 | 10.53 | 4.59 |
Large Cap | 33.05 | 40.69 |
Small Cap | 26.96 | 30.35 |
Mid Cap | 29.45 | 24.37 |
Sector Allocation
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 5.19 | 0.8 |
Energy | 2.47 | 4.04 |
Utilities | 2.05 | 2.47 |
Financial Services | 26.8 | 30.26 |
Technology | 8.38 | 11.63 |
Industrials | 14.37 | 8.32 |
Consumer Cyclical | 11.35 | 14.83 |
Healthcare | 15.94 | 10.93 |
Basic Materials | 8.26 | 6.93 |
Consumer Defensive | 0.48 | 6.27 |
Communication Services | 3.28 | 1.65 |
Real Estate | 1.43 | 1.88 |
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