DSP Equity Opportunities Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2647 Cr | ₹15857 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Dec 2019 | 16 May 2000 |
| 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% | 40% |
| Expense Ratio | 1.94 | 1.7 |
| Manager | Abhinav Khandelwal | Rohit Singhania |
| ISIN Code | INF174V01911 | INF740K01094 |
| 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 | DSP Equity Opportunities 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 | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.08% | 1.16% |
| 6 Month | 8.1% | 5.45% |
| 1 Year | 1.8% | 2.5% |
| 3 Year | 15.77% | 19.42% |
| 5 Year | 21.46% | 21.68% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.26% | 2.18% |
| 1 Year | 13.16% | 11.05% |
| 3 Year | 13.55% | 16.97% |
| 5 Year | 15.06% | 17.23% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.01% | 17.62% |
| 3 Year | 21.98% | 18% |
| 5 Year | 23.38% | 16.87% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.32% | 12.87% |
| Sharp | 0.71% | 0.99% |
| Beta | 0.98% | 0.96% |
| Alpha | -2.18% | 1.68% |
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Rohit Singhania |
| Total AUM | ₹5522 Cr | ₹46862 Cr |
| Funds Managed | 5 | 7 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 5 | 6.14 |
| Large Cap | 40.96 | 48.7 |
| Mid Cap | 36.73 | 36.09 |
| Small Cap | 17.31 | 9.07 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.39 | 2.36 |
| Energy | 2.29 | 6.83 |
| Financial Services | 27.67 | 33.66 |
| Technology | 11.14 | 9.59 |
| Consumer Defensive | 1.82 | 3.31 |
| Basic Materials | 7.77 | 9.63 |
| Consumer Cyclical | 7.46 | 11.5 |
| Industrials | 15.6 | 3.87 |
| Healthcare | 15.25 | 11.46 |
| Utilities | 1.43 | 3.43 |
| Communication Services | 4.95 | 2.74 |
| Real Estate | 2.25 | 1.63 |
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