HDFC Large and Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
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) | ₹2796 Cr | ₹28892 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 | -0.02% | 0.24% |
| 6 Month | 1.66% | 3.91% |
| 1 Year | 3.2% | 6.6% |
| 3 Year | 18.1% | 21.72% |
| 5 Year | 18.96% | 22.55% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | -0.57% | 0.1% |
| 1 Year | 7.25% | 10.09% |
| 3 Year | 11.62% | 15.32% |
| 5 Year | 14.05% | 17.97% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 20.41% | 13.17% |
| 3 Year | 21.17% | 13.15% |
| 5 Year | 22.16% | 12.33% |
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% | 13.88% |
| Sharp | 0.72% | 0.89% |
| Beta | 0.98% | 1.01% |
| Alpha | -2.06% | 0.81% |
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 | 4.51 | 5.09 |
| Large Cap | 44.14 | 44.28 |
| Mid Cap | 36.75 | 38.78 |
| Small Cap | 14.6 | 11.85 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 2.92 | 1.02 |
| Energy | 3.29 | 3.16 |
| Financial Services | 28.06 | 31.25 |
| Technology | 11.01 | 10.31 |
| Consumer Defensive | 1.81 | 2.91 |
| Basic Materials | 6.4 | 6.59 |
| Consumer Cyclical | 6.17 | 13.6 |
| Healthcare | 17.69 | 12.4 |
| Industrials | 13.67 | 9.8 |
| Utilities | 1.75 | 3.4 |
| Communication Services | 5.03 | 3.22 |
| Real Estate | 2.2 | 2.34 |
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