Tata Multicap Fund vs Mahindra Manulife Multi Cap Fund compare

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Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

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Tata Multicap Fund - Regular Plan - Growth

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Tata Multicap Fund - Regular Plan - Growth

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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	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)	₹5727 Cr	₹3124 Cr	₹3124 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

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
1 Month	-2.77%	-0.58%	-0.58%
6 Month	14.24%	14.41%	14.41%
1 Year	-0.44%	-3.87%	-3.87%
3 Year	20.16%	-	-
5 Year	25.23%	-	-

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
6 Month	3.37%	4.27%	4.27%
1 Year	4.15%	2.31%	2.31%
3 Year	16.96%	-	-
5 Year	18.7%	-	-

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
1 Year	11.92%	24.62%	24.62%
3 Year	22.44%	-	-
5 Year	21.35%	-	-

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
Standard Deviation	14.58%	-	-
Sharp	0.98%	-	-
Beta	0.98%	-	-
Alpha	4.35%	-	-

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

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
Others	6.85	3.91	3.91
Large Cap	33.25	44.67	44.67
Small Cap	30.65	26.98	26.98
Mid Cap	29.25	24.44	24.44

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
Others	2.32	1.77	1.77
Energy	2.49	4.56	4.56
Utilities	2.2	3.23	3.23
Technology	6.49	10.43	10.43
Financial Services	30.62	30.26	30.26
Industrials	15.39	12.23	12.23
Consumer Cyclical	11.55	12.84	12.84
Healthcare	14.58	8.5	8.5
Basic Materials	8.37	7.45	7.45
Consumer Defensive	1.05	2.44	2.44
Communication Services	3.41	4.38	4.38
Real Estate	1.52	1.91	1.91