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) | ₹5762 Cr | ₹3196 Cr | ₹3196 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 | 1.66% | 0.01% | 0.01% |
6 Month | 6.96% | 3.7% | 3.7% |
1 Year | 2.58% | -3.35% | -3.35% |
3 Year | 24% | - | - |
5 Year | 27.1% | - | - |
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 | 11.37% | 9.26% | 9.26% |
1 Year | 13.61% | 5.98% | 5.98% |
3 Year | 21.34% | - | - |
5 Year | 21.45% | - | - |
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 | 13.05% | 27.25% | 27.25% |
3 Year | 22.32% | - | - |
5 Year | 20.89% | - | - |
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 | 14.96% | - | - |
Sharp | 1.19% | - | - |
Beta | 0.97% | - | - |
Alpha | 4.08% | - | - |
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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 | 4.07 | 4.48 | 4.48 |
Large Cap | 40.8 | 45.72 | 45.72 |
Small Cap | 29.72 | 24.71 | 24.71 |
Mid Cap | 25.41 | 25.09 | 25.09 |
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 | 3.17 | 2.21 | 2.21 |
Energy | 3.26 | 4.76 | 4.76 |
Utilities | 2.26 | 3.23 | 3.23 |
Technology | 6.12 | 10.66 | 10.66 |
Financial Services | 33.3 | 30.17 | 30.17 |
Industrials | 13.9 | 12.91 | 12.91 |
Healthcare | 8.93 | 7.63 | 7.63 |
Basic Materials | 8.79 | 7.29 | 7.29 |
Consumer Cyclical | 14.06 | 12.55 | 12.55 |
Consumer Defensive | 1.52 | 2.19 | 2.19 |
Communication Services | 4.7 | 4.46 | 4.46 |
Real Estate | - | 1.95 | 1.95 |
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