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) | ₹2784 Cr | ₹4347 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 | -0.84% | 1.28% |
| 6 Month | 2.29% | 4.6% |
| 1 Year | -0.18% | 0.39% |
| 3 Year | 15.07% | 17.05% |
| 5 Year | 19.37% | 19.27% |
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 | 1.49% | 3.6% |
| 1 Year | 11.97% | 15.85% |
| 3 Year | 12.49% | 16.09% |
| 5 Year | 14.33% | 16.25% |
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 | 20.65% | 11.64% |
| 3 Year | 21.44% | 14.21% |
| 5 Year | 22.21% | 14.33% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.93% | 13.65% |
| Sharp | 0.66% | 0.78% |
| Beta | 0.98% | 0.97% |
| Alpha | -2.17% | -0.60% |
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 | 3.92 | 4.93 |
| Large Cap | 38.26 | 46.2 |
| Mid Cap | 42.13 | 36.57 |
| Small Cap | 15.69 | 12.31 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.92 | 1.95 |
| Petroleum Products | 1.09 | - |
| Finance | 5.33 | - |
| IT - Software | 6.94 | - |
| Personal Products | 1.72 | - |
| Ferrous Metals | 2.27 | - |
| Retailing | 0.87 | - |
| Healthcare Services | 4.13 | - |
| Banks | 19.49 | - |
| Aerospace & Defense | 1.78 | - |
| Pharmaceuticals & Biotechnology | 13.43 | - |
| Realty | 3.3 | - |
| Automobiles | 3.13 | - |
| Power | 1.43 | - |
| Telecom - Services | 4.73 | - |
| Capital Markets | 4.16 | - |
| Consumer Durables | 2.27 | - |
| Electrical Equipment | 1.19 | - |
| Auto Components | 3.6 | - |
| Chemicals & Petrochemicals | 2.55 | - |
| Leisure Services | 0.94 | - |
| Industrial Products | 3.44 | - |
| Cement & Cement Products | 2.35 | - |
| Consumable Fuels | 0.68 | - |
| Fertilizers & Agrochemicals | 0.48 | - |
| Transport Services | 1.1 | - |
| Insurance | 1.41 | - |
| Industrial Manufacturing | 2.27 | - |
| Energy | - | 4.19 |
| Technology | - | 12.01 |
| Basic Materials | - | 9.29 |
| Industrials | - | 14.36 |
| Consumer Cyclical | - | 11.93 |
| Healthcare | - | 8 |
| Financial Services | - | 28.71 |
| Utilities | - | 1.96 |
| Consumer Defensive | - | 2.59 |
| Real Estate | - | 2.58 |
| Communication Services | - | 2.43 |
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