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 Large & Mid Cap 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 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)	₹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

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
1 Month	4.63%	3.89%
6 Month	4.12%	4.19%
1 Year	2.89%	3.73%
3 Year	22.15%	19.34%
5 Year	25.31%	20.55%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
6 Month	11.67%	11.72%
1 Year	11.53%	12.36%
3 Year	18.54%	17.27%
5 Year	19.17%	14.94%

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

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	0.82%	0.65%
Beta	0.94%	0.99%
Alpha	-1.92%	-4.72%

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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

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Large & Mid Cap 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

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Aditya Birla Sun Life Large & Mid Cap 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