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) | ₹2796 Cr | ₹4460 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 | -1.93% | 0.35% |
| 6 Month | 0.92% | 3.79% |
| 1 Year | -0.99% | -0.57% |
| 3 Year | 15.4% | 17.45% |
| 5 Year | 18.95% | 19% |
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 | 0.15% | 2.63% |
| 1 Year | 10.4% | 15.47% |
| 3 Year | 11.92% | 15.75% |
| 5 Year | 13.94% | 15.99% |
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 | 6.34 | 4.93 |
| Large Cap | 40.09 | 46.2 |
| Mid Cap | 36.11 | 36.57 |
| Small Cap | 17.46 | 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 |
| Energy | 1.77 | 4.19 |
| Financial Services | 30.39 | 28.71 |
| Technology | 9.22 | 12.01 |
| Consumer Defensive | 1.72 | 2.59 |
| Basic Materials | 6.64 | 9.29 |
| Consumer Cyclical | 6.5 | 11.93 |
| Industrials | 13.84 | 14.36 |
| Healthcare | 17.54 | 8 |
| Utilities | 1.43 | 1.96 |
| Communication Services | 4.73 | 2.43 |
| Real Estate | 2.31 | 2.58 |
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