BANDHAN Core Equity Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2777 Cr | ₹12784 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2019 | 09 Aug 2005 |
| 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% | 71% |
| Expense Ratio | 1.94 | 1.78 |
| Manager | Abhinav Khandelwal | Manish Gunwani |
| ISIN Code | INF174V01911 | INF194K01524 |
| 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 | Bandhan Core Equity Fund - Regular Plan - 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 | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.4% | -1.1% |
| 6 Month | -1.28% | 3.16% |
| 1 Year | 8.05% | 11.74% |
| 3 Year | 16.4% | 22.81% |
| 5 Year | 17.16% | 20.12% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.51% | 0.98% |
| 1 Year | 10.16% | 11.55% |
| 3 Year | 11.24% | 17.39% |
| 5 Year | 13.53% | 19.2% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.01% | 12.85% |
| 3 Year | 20.88% | 12.53% |
| 5 Year | 22.02% | 11.61% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.32% | 12.84% |
| Sharp | 0.76% | 1.24% |
| Beta | 0.99% | 0.95% |
| Alpha | -2.37% | 4.12% |
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Manish Gunwani |
| Total AUM | ₹5522 Cr | ₹8731 Cr |
| Funds Managed | 5 | 4 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.51 | 9.63 |
| Large Cap | 44.14 | 34.4 |
| Mid Cap | 36.75 | 39.4 |
| Small Cap | 14.6 | 16.58 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.92 | 4.9 |
| Energy | 3.29 | 3.53 |
| Financial Services | 28.06 | 31.37 |
| Technology | 11.01 | 12.13 |
| Consumer Defensive | 1.81 | 6.22 |
| Basic Materials | 6.4 | 4.84 |
| Consumer Cyclical | 6.17 | 7.45 |
| Healthcare | 17.69 | 9.67 |
| Industrials | 13.67 | 9.76 |
| Utilities | 1.75 | 0.92 |
| Communication Services | 5.03 | 5.55 |
| Real Estate | 2.2 | 3.67 |
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