Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Large and Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

Invest Now

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 HDFC Large and Mid Cap Fund - Growth Option
Fund Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2613 Cr ₹26158 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Dec 2019 18 Feb 1994
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% 9.01%
Expense Ratio 1.94 1.66
Manager Abhinav Khandelwal Dhruv Muchhal
ISIN Code INF174V01911 INF179KA1RT1
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 HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
1 Month 2.55% 2.49%
6 Month 17.13% 17.4%
1 Year -4.96% -2.39%
3 Year 14.72% 19.2%
5 Year 21.74% 25.26%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
6 Month 2.97% 4.07%
1 Year 8.96% 12.32%
3 Year 14.28% 18.23%
5 Year 15.88% 19.9%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
1 Year 22.85% 13.53%
3 Year 22.3% 11.24%
5 Year 24.65% 11.53%

Risk Management

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation 13.32% 14.05%
Sharp 0.65% 0.85%
Beta 0.97% 1.03%
Alpha -1.73% 4.53%

Fund Managers

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
Name Abhinav Khandelwal Dhruv Muchhal
Total AUM ₹5522 Cr ₹520687 Cr
Funds Managed 5 40
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option

Market Cap

Scheme Name

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

HDFC Large and Mid Cap Fund - Growth Option

Others 6.15 3.57
Large Cap 37.76 44.13
Mid Cap 37.73 38.11
Small Cap 18.36 14.19

Sector Allocation

Scheme Name

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

HDFC Large and Mid Cap Fund - Growth Option

Others 3.47 0.65
Energy 2.95 3.12
Financial Services 29.58 30.65
Technology 9.33 9.6
Consumer Defensive 1.93 2.6
Basic Materials 7.29 6.59
Consumer Cyclical 5.06 13.7
Healthcare 15.98 12.95
Industrials 15.28 10.83
Utilities 1.47 3.7
Communication Services 5.23 3.21
Real Estate 2.42 2.4

Top Comparisons

WhiteOak Capital Flexi Cap Fund Regular Plan Growth WhiteOak Capital Flexi Cap Fund Regular Plan Growth

3Y Returns18.3%

VS

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns21.07%

Compare Now

Bandhan Ultra Short Duration Fund - Regular Plan - Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.09%

VS

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

3Y Returns5.75%

Compare Now

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns10.22%

VS

Sundaram Conservative Hybrid Fund - Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns6.89%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns14.73%

VS

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns20.2%

Compare Now
Add to Cart Successfully