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Edelweiss Large & Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare

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tortoise-icon Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

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tortoise-icon Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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