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) | ₹6055 Cr | ₹4228 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 | 3.13% | -0.51% |
| 6 Month | 7.72% | 2.04% |
| 1 Year | 9.1% | 2.06% |
| 3 Year | 19.51% | 17.92% |
| 5 Year | 23.71% | 20.39% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.4% | -1.29% |
| 1 Year | 15.25% | 4.11% |
| 3 Year | 17.21% | 14.01% |
| 5 Year | 18.1% | 15.35% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 10% | 14.32% |
| 3 Year | 22.02% | 18.16% |
| 5 Year | 22.34% | 19.05% |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 14.77% | 12.65% |
| Sharp | 0.85% | 0.84% |
| Beta | 0.99% | 0.96% |
| Alpha | 0.68% | -0.44% |
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 | 10.2 | 12.56 |
| Large Cap | 36.81 | 32.97 |
| Small Cap | 24.52 | 27.43 |
| Mid Cap | 28.48 | 27.03 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 5.3 | 0.96 |
| Energy | 2.44 | - |
| Utilities | 2.11 | - |
| Financial Services | 24.55 | 26.34 |
| Technology | 8.73 | 9.63 |
| Industrials | 15.79 | 14 |
| Basic Materials | 7.77 | 5 |
| Consumer Cyclical | 12.71 | 24.81 |
| Healthcare | 15.53 | 11.37 |
| Consumer Defensive | 0 | 2.74 |
| Communication Services | 3.66 | 2.18 |
| Real Estate | 1.42 | 2.97 |
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