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) | ₹6125 Cr | ₹23956 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 | -3.38% | -3.28% |
| 6 Month | 1.1% | 0.1% |
| 1 Year | -0.71% | 0.76% |
| 3 Year | 18.51% | 16.09% |
| 5 Year | 21.19% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.38% | -0.53% |
| 1 Year | 12.19% | 7.66% |
| 3 Year | 15.26% | 14.59% |
| 5 Year | 16.79% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 9.77% | 18.04% |
| 3 Year | 21.95% | 17.45% |
| 5 Year | 22.48% | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 14.79% | 11.91% |
| Sharp | 0.82% | 0.81% |
| Beta | 0.99% | 0.79% |
| Alpha | 1.02% | 0.81% |
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 | 10.27 | 8.32 |
| Large Cap | 35.58 | 36.09 |
| Small Cap | 27.51 | 29.12 |
| Mid Cap | 26.64 | 26.47 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 3.33 | 2.09 |
| Energy | 2.11 | 0.85 |
| Utilities | 1.11 | 5.56 |
| Industrials | 15.18 | 7.92 |
| Financial Services | 30.92 | 24.24 |
| Technology | 7.53 | 1.88 |
| Basic Materials | 6.36 | 20.89 |
| Consumer Cyclical | 11.78 | 19.61 |
| Healthcare | 15.65 | 6.94 |
| Communication Services | 3.95 | 6.51 |
| Real Estate | 2.07 | 0.5 |
| Consumer Defensive | - | 3 |
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