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) | ₹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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