Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

Invest Now

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 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) ₹2796 Cr ₹5836 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 -2.28% -1.19%
6 Month 0.55% 1.17%
1 Year -0.81% 0.33%
3 Year 15.44% 14.05%
5 Year 18.54% 12.99%

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 0.15% 0.91%
1 Year 10.4% 12.19%
3 Year 11.92% 12.02%
5 Year 13.94% 11.16%

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 20.41% 14.64%
3 Year 21.17% 14.44%
5 Year 22.16% 14.71%

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 0.72% 0.6%
Beta 0.98% 1%
Alpha -2.06% -3.92%

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 4.51 7.59
Large Cap 44.14 41.87
Mid Cap 36.75 39.59
Small Cap 14.6 10.94

Sector Allocation

Scheme Name

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

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

Others 2.92 2.19
Energy 3.29 1.76
Financial Services 28.06 23.57
Technology 11.01 7.17
Consumer Defensive 1.81 3.45
Basic Materials 6.4 14.21
Consumer Cyclical 6.17 20.97
Healthcare 17.69 8.06
Industrials 13.67 11.8
Utilities 1.75 1.81
Communication Services 5.03 2.53
Real Estate 2.2 2.48

Top Comparisons

Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

3Y Returns23.47%

VS

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns26.14%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns9.78%

VS

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns8.83%

Compare Now

SBI Multi Asset Allocation Fund - Regular Plan - Growth SBI Multi Asset Allocation Fund - Regular Plan - Growth

3Y Returns17.5%

VS

DSP Multi Asset Allocation Fund - Regular (G) DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

Compare Now

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns6.31%

VS

Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth

3Y Returns6.31%

Compare Now
Add to Cart Successfully