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) | ₹6125 Cr | ₹4259 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 | -1.39% | -3.31% |
| 6 Month | 0.55% | -4.95% |
| 1 Year | 3.31% | -6.53% |
| 3 Year | 20.45% | 17.36% |
| 5 Year | 21.6% | 17.49% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.65% | -2.09% |
| 1 Year | 12.37% | 1.27% |
| 3 Year | 15.1% | 11.39% |
| 5 Year | 16.99% | 13.9% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 9.49% | 14.1% |
| 3 Year | 21.88% | 18.1% |
| 5 Year | 22.4% | 19.06% |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 14.79% | 12.65% |
| Sharp | 0.82% | 0.8% |
| Beta | 0.99% | 0.96% |
| Alpha | 1.02% | -0.24% |
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 | 10.27 | 12.63 |
| Large Cap | 35.58 | 30.86 |
| Small Cap | 27.51 | 25.77 |
| Mid Cap | 26.64 | 30.73 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 3.33 | 0.76 |
| Energy | 2.11 | - |
| Utilities | 1.11 | - |
| Industrials | 15.18 | 12.87 |
| Financial Services | 30.92 | 28.24 |
| Technology | 7.53 | 10.16 |
| Basic Materials | 6.36 | 3.48 |
| Consumer Cyclical | 11.78 | 24.78 |
| Healthcare | 15.65 | 12.96 |
| Communication Services | 3.95 | 2.07 |
| Real Estate | 2.07 | 4.68 |
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