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 Large & Mid Cap Fund - Regular Growth
Chart Comparison
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) | ₹2613 Cr | ₹5636 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 | 2.55% | 2.72% |
6 Month | 17.13% | 17.01% |
1 Year | -4.96% | -3.57% |
3 Year | 14.72% | 12.93% |
5 Year | 21.74% | 17.16% |
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 | 2.97% | 3.85% |
1 Year | 8.96% | 11.05% |
3 Year | 14.28% | 13.88% |
5 Year | 15.88% | 12.4% |
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 | 22.85% | 15.29% |
3 Year | 22.3% | 14.77% |
5 Year | 24.65% | 15.32% |
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 | 0.65% | 0.52% |
Beta | 0.97% | 0.99% |
Alpha | -1.73% | -3.7% |
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 | 6.15 | 8.17 |
Large Cap | 37.76 | 45.19 |
Mid Cap | 37.73 | 35.48 |
Small Cap | 18.36 | 11.16 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 3.47 | 2.27 |
Energy | 2.95 | 3.38 |
Financial Services | 29.58 | 26.94 |
Technology | 9.33 | 5.2 |
Consumer Defensive | 1.93 | 3.51 |
Basic Materials | 7.29 | 13.29 |
Consumer Cyclical | 5.06 | 20.67 |
Healthcare | 15.98 | 6.62 |
Industrials | 15.28 | 10.14 |
Utilities | 1.47 | 2.4 |
Communication Services | 5.23 | 3.34 |
Real Estate | 2.42 | 2.23 |
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