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Tata Multicap Fund vs Mahindra Manulife Multi Cap 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) | ₹5408 Cr | ₹3069 Cr | ₹3069 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 | 5.5% | 3.57% | 3.57% |
| 6 Month | 2.14% | -1.42% | -1.42% |
| 1 Year | 4.06% | -1.8% | -1.8% |
| 3 Year | 25.85% | - | - |
| 5 Year | 27.58% | - | - |
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 | 12.34% | 11.05% | 11.05% |
| 1 Year | 13.08% | 7.04% | 7.04% |
| 3 Year | 22.2% | - | - |
| 5 Year | 22.15% | - | - |
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 | 15.63% | - | - |
| Sharp | 0.90% | - | - |
| Beta | 0.98% | - | - |
| Alpha | 2.84% | - | - |
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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 | 3.85 | 3.85 |
| Large Cap | 40.8 | 45.67 | 45.67 |
| Small Cap | 29.72 | 25.55 | 25.55 |
| Mid Cap | 25.41 | 24.92 | 24.92 |
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 | 2.48 | 2.48 |
| Energy | 3.26 | 4.79 | 4.79 |
| Utilities | 2.26 | 3.34 | 3.34 |
| Technology | 6.12 | 10.51 | 10.51 |
| Financial Services | 33.3 | 31.09 | 31.09 |
| Industrials | 13.9 | 12.91 | 12.91 |
| Healthcare | 8.93 | 7.7 | 7.7 |
| Basic Materials | 8.79 | 7.13 | 7.13 |
| Consumer Cyclical | 14.06 | 12.69 | 12.69 |
| Consumer Defensive | 1.52 | 1.19 | 1.19 |
| Communication Services | 4.7 | 4.33 | 4.33 |
| Real Estate | - | 1.84 | 1.84 |
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