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SBI Multicap Fund vs Mahindra Manulife Multi Cap Fund compare

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tortoise-icon Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

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tortoise-icon SBI Multicap Fund- Regular Plan- Growth Option

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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 SBI Multicap Fund- Regular Plan- Growth Option
Fund Mahindra Manulife Multi Cap Fund - Regular Plan - Growth SBI Multicap Fund- Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5622 Cr ₹22424 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 11 May 2017 08 Mar 2022
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% 18%
Expense Ratio 1.82 1.69
Manager Manish Lodha Rama Iyer Srinivasan
ISIN Code INF174V01317 INF200KA15E8
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 SBI 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 SBI Multicap Fund- Regular Plan- Growth Option
1 Month 2.33% 1.96%
6 Month 17.45% 13.67%
1 Year -3.6% 1.68%
3 Year 18.4% 15.56%
5 Year 25.29% -

SIP Return Analysis

Scheme Name Mahindra Manulife Multi Cap Fund - Regular Plan - Growth SBI Multicap Fund- Regular Plan- Growth Option
6 Month 3.33% 2.63%
1 Year 10.48% 10.58%
3 Year 17.77% 17.76%
5 Year 18.81% -

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Multi Cap Fund - Regular Plan - Growth SBI Multicap Fund- Regular Plan- Growth Option
1 Year 11.92% 18.92%
3 Year 22.44% 19.03%
5 Year 21.35% -

Risk Management

Scheme Name Mahindra Manulife Multi Cap Fund - Regular Plan - Growth SBI Multicap Fund- Regular Plan- Growth Option
Standard Deviation 14.71% 12.00%
Sharp 0.78% 0.76%
Beta 0.99% 0.82%
Alpha 3.60% 2.65%

Fund Managers

Scheme Name Mahindra Manulife Multi Cap Fund - Regular Plan - Growth SBI Multicap Fund- Regular Plan- Growth Option
Name Manish Lodha Rama Iyer Srinivasan
Total AUM ₹10881 Cr ₹158765 Cr
Funds Managed 9 8
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth SBI Multicap Fund- Regular Plan- Growth Option

Market Cap

Scheme Name

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

SBI Multicap Fund- Regular Plan- Growth Option

Others 6.85 6.97
Large Cap 33.25 34.12
Small Cap 30.65 29.42
Mid Cap 29.25 29.5

Sector Allocation

Scheme Name

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

SBI Multicap Fund- Regular Plan- Growth Option

Others 2.32 5.97
Energy 2.49 0.97
Utilities 2.2 2.53
Technology 6.49 -
Financial Services 30.62 24.65
Industrials 15.39 7.7
Consumer Cyclical 11.55 21.55
Healthcare 14.58 5.97
Basic Materials 8.37 19.97
Consumer Defensive 1.05 3.71
Communication Services 3.41 6.36
Real Estate 1.52 0.62

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