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 Equity Advantage Fund - Regular Growth
Chart Comparison
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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