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Mahindra Manulife Multi Cap Fund vs Tata Multicap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹5622 Cr | ₹3058 Cr | ₹3058 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 11 May 2017 | 02 Feb 2023 | 02 Feb 2023 |
| Category | Multi Cap | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | 110% | 3.53% | 3.53% |
| Expense Ratio | 1.82 | 1.89 | 1.89 |
| Manager | Manish Lodha | Rahul Singh | Rahul Singh |
| ISIN Code | INF174V01317 | INF277KA1703 | INF277KA1703 |
| 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 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Multicap Fund - Regular Plan - 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 | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 3.27% | 3.06% | 3.06% |
| 6 Month | 18.75% | 18.18% | 18.18% |
| 1 Year | -2.97% | -6.09% | -6.09% |
| 3 Year | 19.52% | - | - |
| 5 Year | 25.14% | - | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 3.33% | 3.97% | 3.97% |
| 1 Year | 10.48% | 8.54% | 8.54% |
| 3 Year | 17.77% | - | - |
| 5 Year | 18.81% | - | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 11.92% | 24.62% | 24.62% |
| 3 Year | 22.44% | - | - |
| 5 Year | 21.35% | - | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 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 | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Manish Lodha | Rahul Singh | Rahul Singh |
| Total AUM | ₹10881 Cr | ₹19760 Cr | ₹19760 Cr |
| Funds Managed | 9 | 9 | 9 |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 10.53 | 3.64 | 3.64 |
| Large Cap | 33.05 | 44.11 | 44.11 |
| Small Cap | 26.96 | 27.64 | 27.64 |
| Mid Cap | 29.45 | 24.61 | 24.61 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 5.19 | 0.78 | 0.78 |
| Energy | 2.47 | 3.11 | 3.11 |
| Utilities | 2.05 | 3.21 | 3.21 |
| Financial Services | 26.8 | 28.66 | 28.66 |
| Technology | 6.62 | 11.59 | 11.59 |
| Industrials | 16.13 | 14.59 | 14.59 |
| Consumer Cyclical | 11.35 | 13.36 | 13.36 |
| Healthcare | 15.94 | 9.16 | 9.16 |
| Basic Materials | 8.26 | 7.27 | 7.27 |
| Consumer Defensive | 0.48 | 1.35 | 1.35 |
| Communication Services | 3.28 | 4.37 | 4.37 |
| Real Estate | 1.43 | 2.56 | 2.56 |
Top Comparisons
ICICI Prudential Multicap Fund - Growth
3Y Returns20.73%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns19.52%
Axis Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns17.85%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns15.58%
Bajaj Finserv Overnight Fund Regular - Growth
3Y Returns0%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.35%
ICICI Prudential Value Fund - Growth
3Y Returns22.25%
Tata Value Fund - Regular Plan - Growth Option
3Y Returns18.82%
