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

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

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tortoise-icon 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) ₹2629 Cr ₹5737 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 Equity Advantage Fund - Regular Growth
1 Month 3.85% 3.76%
6 Month -2.39% -2.9%
1 Year 0.25% 3.12%
3 Year 20.31% 18.45%
5 Year 25.37% 20.75%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month 9.3% 9.39%
1 Year 5.98% 7.09%
3 Year 16.59% 15.31%
5 Year 18.06% 13.83%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year 24.12% 15.48%
3 Year 22.64% 14.6%
5 Year 21.82% 15.24%

Risk Management

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation 15.86% 14.23%
Sharp 0.76% 0.68%
Beta 1.07% 0.98%
Alpha -3.44% -3.68%

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Fund Managers

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

Market Cap

Scheme Name

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

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Others 4.27 2.09
Large Cap 44.05 51.18
Mid Cap 39.66 36.19
Small Cap 12.02 10.58

Sector Allocation

Scheme Name

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

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Others 4.27 2.09
Petroleum Products 2.47 5.35
Finance 11.25 10.18
Retailing 2.19 4.74
Healthcare Services 1.1 1.57
Textiles & Apparels 0.94 3.14
Banks 17.55 15.19
Leisure Services 1.77 3.77
Pharmaceuticals & Biotechnology 9.57 3.15
Automobiles 2.67 2.36
Electrical Equipment 2.19 1.71
Capital Markets 3.96 -
Agricultural Food & other Products 1.28 -
Power 1.76 2.16
Telecom - Services 6.46 2.09
Non - Ferrous Metals 1.1 1.58
Insurance 3.07 2.08
Gas 1.48 -
IT - Software 8.35 4.32
Personal Products 1.15 -
Oil 0.46 -
Chemicals & Petrochemicals 0.82 1.34
Fertilizers & Agrochemicals 2.49 -
Cement & Cement Products 2.55 2.74
Other Utilities 0.1 -
Industrial Products 2.62 3.7
Transport Services 2.9 2.94
Auto Components 1.73 6.07
Industrial Manufacturing 1.75 -
Construction - 3.51
Aerospace & Defense - 3.15
Beverages - 2.84
Diversified Metals - 0.9
Realty - 1.82
Consumer Durables - 2.9
Ferrous Metals - 1.91
Transport Infrastructure - 0.74

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