Mahindra Manulife Multi Cap Fund vs Invesco India Multicap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Invesco India Multicap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5762 Cr | ₹4182 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 May 2017 | 17 Mar 2008 |
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% | 52% |
Expense Ratio | 1.82 | 1.9 |
Manager | Manish Lodha | Dhimant Kothari |
ISIN Code | INF174V01317 | INF205K01DN2 |
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 | Invesco India Multicap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Month | -1.23% | -3.08% |
6 Month | 12.16% | 5.55% |
1 Year | 0.12% | 1.04% |
3 Year | 21.89% | 20.32% |
5 Year | 26.45% | 23.82% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | 8.28% | 6.02% |
1 Year | 11.07% | 4.92% |
3 Year | 20.45% | 19.2% |
5 Year | 21.05% | 18.95% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Year | 13.05% | 14.92% |
3 Year | 22.32% | 17.84% |
5 Year | 20.89% | 18.59% |
Risk Management
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
Standard Deviation | 14.96% | 12.65% |
Sharp | 1.19% | 1.25% |
Beta | 0.97% | 0.94% |
Alpha | 4.08% | 0.93% |
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Fund Managers
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
Name | Manish Lodha | Dhimant Kothari |
Total AUM | ₹10881 Cr | ₹8118 Cr |
Funds Managed | 9 | 7 |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 7.79 | 6.85 |
Large Cap | 34.22 | 41.24 |
Small Cap | 29.59 | 26.21 |
Mid Cap | 28.41 | 25.71 |
Sector Allocation
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 3.62 | 2.44 |
Energy | 3.22 | - |
Utilities | 2.33 | 2.07 |
Technology | 6.17 | 9.47 |
Financial Services | 32.8 | 19.92 |
Industrials | 12.72 | 15.06 |
Consumer Cyclical | 12.11 | 15.63 |
Healthcare | 11.21 | 11.09 |
Basic Materials | 9.03 | 11.84 |
Consumer Defensive | 1.43 | 8.01 |
Communication Services | 3.87 | 2.73 |
Real Estate | 1.5 | 1.74 |
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