Bajaj Finserv Large and Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1704 Cr | ₹2420 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2024 | 31 Dec 2019 |
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% |
Expense Ratio | 2.06 | 1.96 |
Manager | Nimesh Chandan | Abhinav Khandelwal |
ISIN Code | INF0QA701730 | INF174V01911 |
Exits Load | Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.5% | 3.85% |
6 Month | -0.92% | -2.39% |
1 Year | 5.87% | 0.25% |
3 Year | - | 20.31% |
5 Year | - | 25.37% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 7.44% | 9.3% |
1 Year | 6.88% | 5.98% |
3 Year | - | 16.59% |
5 Year | - | 18.06% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.26% | 24.12% |
3 Year | - | 22.64% |
5 Year | - | 21.82% |
Risk Management
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.32% |
Sharp | - | 0.82% |
Beta | - | 0.94% |
Alpha | - | -1.92% |
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Fund Managers
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Nimesh Chandan | Abhinav Khandelwal |
Total AUM | ₹0 Cr | ₹5522 Cr |
Funds Managed | 8 | 5 |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.7 | 4.27 |
Large Cap | 56.6 | 44.05 |
Mid Cap | 32.07 | 39.66 |
Small Cap | 6.63 | 12.02 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.86 | 4.27 |
Energy | 4.85 | - |
Industrials | 10.36 | - |
Financial Services | 18.93 | - |
Technology | 8.55 | - |
Basic Materials | 9.09 | - |
Consumer Defensive | 9.05 | - |
Healthcare | 16.17 | - |
Consumer Cyclical | 11.77 | - |
Real Estate | 2.45 | - |
Communication Services | 4.92 | - |
Petroleum Products | - | 2.47 |
Finance | - | 11.25 |
Retailing | - | 2.19 |
Healthcare Services | - | 1.1 |
Textiles & Apparels | - | 0.94 |
Banks | - | 17.55 |
Leisure Services | - | 1.77 |
Pharmaceuticals & Biotechnology | - | 9.57 |
Automobiles | - | 2.67 |
Electrical Equipment | - | 2.19 |
Capital Markets | - | 3.96 |
Agricultural Food & other Products | - | 1.28 |
Power | - | 1.76 |
Telecom - Services | - | 6.46 |
Non - Ferrous Metals | - | 1.1 |
Insurance | - | 3.07 |
Gas | - | 1.48 |
IT - Software | - | 8.35 |
Personal Products | - | 1.15 |
Oil | - | 0.46 |
Chemicals & Petrochemicals | - | 0.82 |
Fertilizers & Agrochemicals | - | 2.49 |
Cement & Cement Products | - | 2.55 |
Other Utilities | - | 0.1 |
Industrial Products | - | 2.62 |
Transport Services | - | 2.9 |
Auto Components | - | 1.73 |
Industrial Manufacturing | - | 1.75 |
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