SBI Multicap Fund vs Mahindra Manulife Multi Cap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
SBI Multicap Fund- Regular Plan- Growth Option
Chart Comparison
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) | ₹5720 Cr | ₹22988 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 | 5.36% | 3.79% |
| 6 Month | 10.89% | 7.11% |
| 1 Year | 5.17% | 6.99% |
| 3 Year | 20.04% | 17.16% |
| 5 Year | 25.67% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 2.3% | 2.17% |
| 1 Year | 13.81% | 12.79% |
| 3 Year | 17.69% | 17.89% |
| 5 Year | 18.72% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 10.79% | 18.04% |
| 3 Year | 22.23% | 17.45% |
| 5 Year | 22.01% | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 14.66% | 11.92% |
| Sharp | 0.81% | 0.80% |
| Beta | 1.01% | 0.82% |
| Alpha | 2.46% | 1.86% |
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 | 10.2 | 14.41 |
| Large Cap | 36.81 | 33.24 |
| Small Cap | 24.52 | 26.51 |
| Mid Cap | 28.48 | 25.84 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 5.3 | 8.04 |
| Energy | 2.44 | 0.91 |
| Utilities | 2.11 | 5.55 |
| Financial Services | 24.55 | 22.4 |
| Technology | 8.73 | - |
| Industrials | 15.79 | 7.35 |
| Basic Materials | 7.77 | 21.56 |
| Consumer Cyclical | 12.71 | 19 |
| Healthcare | 15.53 | 5.37 |
| Consumer Defensive | 0 | 3.22 |
| Communication Services | 3.66 | 6.03 |
| Real Estate | 1.42 | 0.57 |
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