Axis Growth Opportunities Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Axis Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2647 Cr | ₹14906 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Dec 2019 | 22 Oct 2018 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 119% | 23% |
| Expense Ratio | 1.94 | 1.7 |
| Manager | Abhinav Khandelwal | Shreyash Devalkar |
| ISIN Code | INF174V01911 | INF846K01J79 |
| 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 | Axis Growth Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.12% | 2.77% |
| 6 Month | 8.6% | 9.61% |
| 1 Year | 2.36% | 5.46% |
| 3 Year | 16.07% | 18.84% |
| 5 Year | 22.4% | 21.72% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.87% | 0.66% |
| 1 Year | 5.16% | 8.49% |
| 3 Year | 11.28% | 15.54% |
| 5 Year | 13.9% | 15.37% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.01% | 18.24% |
| 3 Year | 21.98% | 19.84% |
| 5 Year | 23.38% | 22.03% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.92% | 12.29% |
| Sharp | 0.68% | 0.95% |
| Beta | 0.98% | 0.82% |
| Alpha | -2.25% | 1.89% |
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Shreyash Devalkar |
| Total AUM | ₹5522 Cr | ₹166770 Cr |
| Funds Managed | 5 | 14 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5 | 14.82 |
| Large Cap | 40.96 | 44.87 |
| Mid Cap | 36.73 | 36.16 |
| Small Cap | 17.31 | 4.14 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.39 | 4.26 |
| Energy | 2.29 | 3.31 |
| Financial Services | 27.67 | 24.61 |
| Technology | 11.14 | 10.72 |
| Consumer Defensive | 1.82 | 3.14 |
| Basic Materials | 7.77 | 6.22 |
| Consumer Cyclical | 7.46 | 16.3 |
| Industrials | 15.6 | 13.4 |
| Healthcare | 15.25 | 9.84 |
| Utilities | 1.43 | 2.59 |
| Communication Services | 4.95 | 3.9 |
| Real Estate | 2.25 | 1.69 |
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