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Aditya Birla Sun Life Equity Advantage Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2765 Cr | ₹5939 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 | 1.94 | 1.92 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -4.74% | -3.73% |
| 6 Month | 4.62% | 5.95% |
| 1 Year | -0.08% | 0.37% |
| 3 Year | 16.39% | 13.51% |
| 5 Year | 22.58% | 17.83% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.71% | 4.72% |
| 1 Year | 2.34% | 2.87% |
| 3 Year | 13.78% | 12.72% |
| 5 Year | 16.15% | 12.11% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.85% | 15.29% |
| 3 Year | 22.3% | 14.77% |
| 5 Year | 24.65% | 15.32% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.32% | 13.91% |
| Sharp | 1.11% | 0.91% |
| Beta | 0.93% | 0.99% |
| Alpha | -1.11% | -4.47% |
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap 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 Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.04 | 7.9 |
| Large Cap | 33.95 | 45.54 |
| Mid Cap | 44.23 | 35.85 |
| Small Cap | 14.79 | 10.7 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.88 | 1.78 |
| Energy | 2.76 | 5.46 |
| Financial Services | 32 | 27.36 |
| Technology | 9.74 | 4.82 |
| Consumer Cyclical | 5.37 | 21.75 |
| Healthcare | 13.75 | 5.04 |
| Industrials | 12.93 | 11.62 |
| Consumer Defensive | 1.94 | 2.71 |
| Utilities | 3.08 | 2.29 |
| Communication Services | 6.07 | 3.41 |
| Basic Materials | 7.99 | 12.14 |
| Real Estate | 2.49 | 1.62 |
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