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 | ₹13636 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 | -2.02% | -3.49% |
| 6 Month | -2.5% | 0.14% |
| 1 Year | 7.37% | 10.53% |
| 3 Year | 16.12% | 22.15% |
| 5 Year | 17.37% | 20.3% |
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% | 0.3% |
| 1 Year | 9.55% | 11.12% |
| 3 Year | 11.1% | 17.38% |
| 5 Year | 13.54% | 19.32% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.81% | 12.82% |
| 3 Year | 20.81% | 12.53% |
| 5 Year | 21.99% | 11.63% |
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 | 6.58 | 10.6 |
| Large Cap | 47.49 | 33.9 |
| Mid Cap | 32.35 | 38.85 |
| Small Cap | 13.58 | 16.66 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.85 | 3.9 |
| Energy | 3.61 | 3.78 |
| Financial Services | 28 | 32.98 |
| Technology | 11.75 | 11.25 |
| Consumer Cyclical | 7.98 | 6.09 |
| Basic Materials | 7.72 | 6.66 |
| Consumer Defensive | 0.29 | 4.98 |
| Healthcare | 15.43 | 8.96 |
| Industrials | 12.26 | 10.68 |
| Utilities | 2.18 | 1.33 |
| Communication Services | 5.27 | 5.76 |
| Real Estate | 1.65 | 3.63 |
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