- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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% | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns25%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns16.4%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns26.53%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns18.8%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns23.35%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns29.88%
Tata Small Cap Fund Regular Growth
3Y Returns26.22%
