Aditya Birla Sun Life Equity Advantage Fund vs Mahindra Manulife Large & Mid Cap Fund compare

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Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

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Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Fund	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2420 Cr	₹5483 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	31 Dec 2019	24 Feb 1995
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	BSE 250 Large MidCap Index
Turn Over	119%	62%
Expense Ratio	1.96	1.9
Manager	Abhinav Khandelwal	Atul Penkar
ISIN Code	INF174V01911	INF209K01165
Exits Load	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month	3.2%	1.93%
6 Month	-5.97%	-4.94%
1 Year	-1.74%	3.14%
3 Year	14.38%	10.67%
5 Year	24.43%	19.77%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month	1.25%	0.5%
1 Year	-6.97%	-7.11%
3 Year	14.7%	12.49%
5 Year	17.59%	12.71%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year	27.08%	15.78%
3 Year	23.63%	14.79%
5 Year	20.22%	15.2%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation	13.32%	13.91%
Sharp	0.4%	0.15%
Beta	0.95%	1.03%
Alpha	-2.87%	-7.22%

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Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Name	Abhinav Khandelwal	Atul Penkar
Total AUM	₹5522 Cr	₹21393 Cr
Funds Managed	5	3
	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Others	5.82	1.4
Large Cap	45.11	50.87
Mid Cap	35.71	35.94
Small Cap	13.36	11.36

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Others	5.81	1.4
Communication Services	5.06	-
Energy	3.96	-
Financial Services	31.63	-
Industrials	6.95	-
Consumer Cyclical	15.09	-
Consumer Defensive	4.11	-
Technology	8.07	-
Healthcare	8.38	-
Basic Materials	7.55	-
Utilities	3.39	-
Petroleum Products	-	4.54
Electrical Equipment	-	1.57
IT - Software	-	6.51
Retailing	-	5.38
Construction	-	4.3
Finance	-	8.87
Pharmaceuticals & Biotechnology	-	3.5
Non - Ferrous Metals	-	1.76
Banks	-	14.02
Chemicals & Petrochemicals	-	1.22
Healthcare Services	-	2.09
Aerospace & Defense	-	2.53
Auto Components	-	6.78
Leisure Services	-	3.61
Consumer Durables	-	3.53
Power	-	1.78
Automobiles	-	2.27
Transport Services	-	2.85
Insurance	-	1.74
Industrial Products	-	3.72
Textiles & Apparels	-	3.03
Beverages	-	2.74
Diversified Metals	-	0.77
Realty	-	1.84
Telecom - Services	-	1.93
Ferrous Metals	-	2.01
Cement & Cement Products	-	2.58
Transport Infrastructure	-	0.7