Mahindra Manulife Multi Cap Fund vs Tata Multicap Fund compare

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Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

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Tata Multicap Fund - Regular Plan - Growth

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Tata Multicap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹5720 Cr	₹3101 Cr	₹3101 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	Flexi Cap	Flexi Cap	Flexi 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

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
1 Month	4.14%	3.15%	3.15%
6 Month	10.5%	10.88%	10.88%
1 Year	4.77%	-0.26%	-0.26%
3 Year	19.59%	-	-
5 Year	25.57%	-	-

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
6 Month	-0.42%	0.76%	0.76%
1 Year	6.97%	8.13%	8.13%
3 Year	14.52%	-	-
5 Year	16.77%	-	-

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
1 Year	10.79%	19.44%	19.44%
3 Year	22.23%	-	-
5 Year	22.01%	-	-

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
Standard Deviation	14.77%	-	-
Sharp	0.85%	-	-
Beta	0.99%	-	-
Alpha	0.68%	-	-

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

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
Others	10.2	5.41	5.41
Large Cap	36.81	41.98	41.98
Small Cap	24.52	27.81	27.81
Mid Cap	28.48	24.8	24.8

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
Others	5.3	3.4	3.4
Energy	2.44	3.08	3.08
Utilities	2.11	3.36	3.36
Financial Services	24.55	27.12	27.12
Technology	8.73	11.03	11.03
Industrials	15.79	15.49	15.49
Basic Materials	7.77	7.84	7.84
Consumer Cyclical	12.71	12.48	12.48
Healthcare	15.53	7.96	7.96
Consumer Defensive	0	1.93	1.93
Communication Services	3.66	3.79	3.79
Real Estate	1.42	2.53	2.53