Edelweiss Large & Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2647 Cr | ₹4042 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Dec 2019 | 14 Jun 2007 |
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% | 30% |
Expense Ratio | 1.94 | 1.87 |
Manager | Abhinav Khandelwal | Trideep Bhattacharya |
ISIN Code | INF174V01911 | INF843K01047 |
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 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.24% | -0.05% |
6 Month | 8.83% | 10.03% |
1 Year | -2.36% | -0.3% |
3 Year | 17.06% | 18.2% |
5 Year | 22.13% | 21.69% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.13% | 1.73% |
1 Year | 9.75% | 10.28% |
3 Year | 13.56% | 16.12% |
5 Year | 15.42% | 16.54% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 22.01% | 11.81% |
3 Year | 21.98% | 13.98% |
5 Year | 23.38% | 14.26% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.32% | 13.60% |
Sharp | 0.71% | 0.75% |
Beta | 0.98% | 0.99% |
Alpha | -2.18% | 1.49% |
Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Trideep Bhattacharya |
Total AUM | ₹5522 Cr | ₹0 Cr |
Funds Managed | 5 | 9 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5 | 5.33 |
Large Cap | 40.96 | 46.98 |
Mid Cap | 36.73 | 36.16 |
Small Cap | 17.31 | 11.52 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.39 | 2.25 |
Energy | 2.29 | 4.14 |
Financial Services | 27.67 | 27.67 |
Technology | 11.14 | 11.41 |
Consumer Defensive | 1.82 | 2.57 |
Basic Materials | 7.77 | 10.18 |
Consumer Cyclical | 7.46 | 12.74 |
Industrials | 15.6 | 14.25 |
Healthcare | 15.25 | 8.63 |
Utilities | 1.43 | 2.06 |
Communication Services | 4.95 | 2.32 |
Real Estate | 2.25 | 1.8 |
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