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) | ₹2613 Cr | ₹14711 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 | 2.55% | 2.77% |
6 Month | 17.13% | 16.19% |
1 Year | -4.96% | -0.18% |
3 Year | 14.72% | 16.4% |
5 Year | 21.74% | 21.94% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.97% | 4.77% |
1 Year | 8.96% | 11.98% |
3 Year | 14.28% | 18% |
5 Year | 15.88% | 16.98% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 22.85% | 18.71% |
3 Year | 22.3% | 19.98% |
5 Year | 24.65% | 22.18% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.32% | 12.56% |
Sharp | 0.65% | 0.73% |
Beta | 0.97% | 0.83% |
Alpha | -1.73% | 3.13% |
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 | 6.15 | 14.19 |
Large Cap | 37.76 | 43.88 |
Mid Cap | 37.73 | 37.74 |
Small Cap | 18.36 | 4.18 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.47 | 3.68 |
Energy | 2.95 | 3.4 |
Financial Services | 29.58 | 24.75 |
Technology | 9.33 | 10.43 |
Consumer Defensive | 1.93 | 3.6 |
Basic Materials | 7.29 | 7.02 |
Consumer Cyclical | 5.06 | 12.84 |
Healthcare | 15.98 | 10.32 |
Industrials | 15.28 | 15.29 |
Utilities | 1.47 | 2.9 |
Communication Services | 5.23 | 3.91 |
Real Estate | 2.42 | 1.86 |
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