What is the risk comparison between Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth and Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth?

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth is less volatile than Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth. Choose a fund based on your risk tolerance and goals.

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth vs Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth: Which has better AUM growth?

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth has Rs 5653.83 crore in AUM and Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth has Rs 2738.71 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth or Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth?

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth has an expense ratio of 1.92% and Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth has 1.94%. Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth has a lower ratio, which means it can give better net returns.

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth or Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth: Which beats its benchmark more consistently?

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth has outperformed the benchmark more consistently with an average of 15.72% over 5 years than Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth with 15.72%. Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth has performed better against its benchmark.

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

Compare Up to 4 FundsFree Analysis

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

Large and Mid Capmedium Risk

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

Large and Mid Capvery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

10.75 %

Expense Ratio

1.92 %

The trade-off:

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Returns (5Y)

15.53 %

Expense Ratio

1.94 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Complete Fund Review

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METRICS

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

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

Basic Overview

Current NAV

₹ 27.19

₹ 924.60

Benchmark

NIFTY Large Midcap 250 TRI

BSE 250 Large MidCap Index

Fund Size (AUM)

₹2739 Cr

₹5654 Cr

Expense Ratio

1.94%

1.92%

Launch Date

31 Dec 2019

24 Feb 1995

SIP Returns

1 Year Return

5.20%

9.75%

3 Year Return

9.36%

10.77%

5 Year Return

12.52%

10.84%

Since Inception

21.90%

14.65%

Trailing Returns

1 Month Return

-0.56%

1.11%

3 Month Return

3.56%

4.58%

1 Year Return

14.58%

17.62%

3 Year Return

17.08%

15.74%

5 Year Return

15.53%

10.75%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

-1.59

-3.59

Beta

0.97

0.99

Sharpe Ratio

0.87

0.74

Standard Deviation

13.32

13.91

Investment & Taxes

Min SIP Amount

₹ 500

₹ 100

Min Lumpsum

₹ 1,000

Exit 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

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth3 /100

More vulnerable during market declines.

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth0.0%

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

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

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

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

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₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

( Fund Age - 1Y 1M )

₹00%

Premium Fund Performance Hidden

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

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( Fund Age - 1Y 1M )

₹00%

Note: SIP value calculations are based on historical NAV data of funds.

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3Y Returns : 7.26% (p.a.)

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3Y Returns : 6.4% (p.a.)

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth had a 5-year average annual growth rate of 10.75%, while Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth's was 15.53%. Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth is better for long-term growth.