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) | ₹2777 Cr | ₹4517 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 | -0.45% | -1.57% |
| 6 Month | -0.28% | 2.3% |
| 1 Year | 9.17% | 9.92% |
| 3 Year | 17.95% | 19.24% |
| 5 Year | 18.25% | 18.07% |
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 | 1.54% | 2.78% |
| 1 Year | 10.2% | 14.69% |
| 3 Year | 10.75% | 14.53% |
| 5 Year | 13.42% | 15.55% |
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 | 19.81% | 11.53% |
| 3 Year | 20.81% | 14.28% |
| 5 Year | 21.99% | 14.38% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.80% | 13.37% |
| Sharp | 0.71% | 0.89% |
| Beta | 0.98% | 0.96% |
| Alpha | -2.38% | -0.01% |
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 | 6.58 | 7.9 |
| Large Cap | 47.49 | 45.41 |
| Mid Cap | 32.35 | 36.68 |
| Small Cap | 13.58 | 10.01 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.85 | 2.11 |
| Energy | 3.61 | 4.23 |
| Financial Services | 28 | 29.21 |
| Technology | 11.75 | 11.35 |
| Consumer Cyclical | 7.98 | 13.46 |
| Basic Materials | 7.72 | 9.39 |
| Consumer Defensive | 0.29 | 2.47 |
| Healthcare | 15.43 | 7.18 |
| Industrials | 12.26 | 13.21 |
| Utilities | 2.18 | 1.77 |
| Communication Services | 5.27 | 3.15 |
| Real Estate | 1.65 | 2.47 |
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