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) | ₹1984 Cr | ₹2629 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 | 1.94 |
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 | 3.25% | 4.17% |
6 Month | 3.32% | 2.9% |
1 Year | 4.57% | 1.37% |
3 Year | - | 21.73% |
5 Year | - | 24.94% |
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 | 10.54% | 11.67% |
1 Year | 12.98% | 11.53% |
3 Year | - | 18.54% |
5 Year | - | 19.17% |
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 | 4.08 | 2.42 |
Large Cap | 47.62 | 38.73 |
Mid Cap | 39.16 | 43.95 |
Small Cap | 9.14 | 14.9 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.12 | 2.42 |
Energy | 3.23 | - |
Financial Services | 29.98 | - |
Technology | 6.23 | - |
Basic Materials | 12.22 | - |
Industrials | 12.22 | - |
Consumer Defensive | 7.69 | - |
Healthcare | 11.68 | - |
Consumer Cyclical | 10.89 | - |
Real Estate | 1.98 | - |
Communication Services | 1.75 | - |
Petroleum Products | - | 2.38 |
Finance | - | 9.48 |
Retailing | - | 2.07 |
Healthcare Services | - | 1.23 |
Textiles & Apparels | - | 0.89 |
Banks | - | 17.38 |
Electrical Equipment | - | 4.19 |
Leisure Services | - | 1.75 |
Aerospace & Defense | - | 2.09 |
Construction | - | 1.6 |
Pharmaceuticals & Biotechnology | - | 9.37 |
Capital Markets | - | 3.24 |
Agricultural Food & other Products | - | 1.11 |
Power | - | 1.54 |
Telecom - Services | - | 6.06 |
Non - Ferrous Metals | - | 0.83 |
Automobiles | - | 2.52 |
Insurance | - | 2.9 |
Gas | - | 1.51 |
IT - Software | - | 8.49 |
Personal Products | - | 1.04 |
Oil | - | 0.45 |
Chemicals & Petrochemicals | - | 2.19 |
Cement & Cement Products | - | 2.34 |
Industrial Products | - | 2.94 |
Fertilizers & Agrochemicals | - | 2.25 |
Transport Services | - | 1.91 |
Auto Components | - | 2.09 |
Industrial Manufacturing | - | 1.74 |
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