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) | ₹2784 Cr | ₹11799 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 | 3.06% | 3.75% |
| 6 Month | 6.53% | 10.15% |
| 1 Year | 7.13% | 12.13% |
| 3 Year | 16.52% | 23.72% |
| 5 Year | 21.14% | 24.4% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.12% | 4.49% |
| 1 Year | 13.7% | 19.72% |
| 3 Year | 13.84% | 21.77% |
| 5 Year | 15.22% | 21.59% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.98% | 13.04% |
| 3 Year | 21.6% | 12.44% |
| 5 Year | 22.39% | 11.43% |
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% | 13.31% |
| Sharp | 0.74% | 1.18% |
| Beta | 0.98% | 0.94% |
| Alpha | -2.18% | 4.39% |
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 | 5 | 9.06 |
| Large Cap | 40.96 | 36.36 |
| Mid Cap | 36.73 | 40.01 |
| Small Cap | 17.31 | 14.57 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.39 | 4.61 |
| Energy | 2.29 | 3.64 |
| Financial Services | 27.67 | 31.72 |
| Technology | 11.14 | 9.95 |
| Consumer Defensive | 1.82 | 7.44 |
| Basic Materials | 7.77 | 6.58 |
| Consumer Cyclical | 7.46 | 8.12 |
| Industrials | 15.6 | 9.16 |
| Healthcare | 15.25 | 8.29 |
| Utilities | 1.43 | 1.11 |
| Communication Services | 4.95 | 5.72 |
| Real Estate | 2.25 | 3.67 |
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