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) | ₹2613 Cr | ₹15502 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 | 2.82% | 2.64% |
6 Month | 16.4% | 12.22% |
1 Year | -4.92% | -3.03% |
3 Year | 14.9% | 18.61% |
5 Year | 22.3% | 22.77% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 2.97% | 2.31% |
1 Year | 8.96% | 8.04% |
3 Year | 14.28% | 18.13% |
5 Year | 15.88% | 18.07% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 22.85% | 17.79% |
3 Year | 22.3% | 17.91% |
5 Year | 24.65% | 16.77% |
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 | 0.65% | 0.92% |
Beta | 0.97% | 0.96% |
Alpha | -1.73% | 1.81% |
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 | 6.15 | 7.67 |
Large Cap | 37.76 | 47.22 |
Mid Cap | 37.73 | 35.51 |
Small Cap | 18.36 | 9.59 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 3.47 | 3.99 |
Energy | 2.95 | 6.77 |
Financial Services | 29.58 | 32.12 |
Technology | 9.33 | 9.06 |
Consumer Defensive | 1.93 | 3.96 |
Basic Materials | 7.29 | 9.77 |
Consumer Cyclical | 5.06 | 11.35 |
Healthcare | 15.98 | 11.2 |
Industrials | 15.28 | 4.11 |
Utilities | 1.47 | 3.17 |
Communication Services | 5.23 | 2.91 |
Real Estate | 2.42 | 1.59 |
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