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) | ₹2647 Cr | ₹26949 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 | 2.51% | 1.8% |
| 6 Month | 7.3% | 8.53% |
| 1 Year | 7.32% | 9.55% |
| 3 Year | 16.42% | 20.17% |
| 5 Year | 21.16% | 24.82% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.26% | 2.51% |
| 1 Year | 13.16% | 14.5% |
| 3 Year | 13.55% | 16.89% |
| 5 Year | 15.06% | 18.74% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 20.98% | 13.33% |
| 3 Year | 21.6% | 13.04% |
| 5 Year | 22.39% | 12.27% |
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% | 13.90% |
| Sharp | 0.74% | 0.96% |
| Beta | 0.98% | 1.01% |
| Alpha | -2.18% | 1.34% |
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 | 5 | 3.81 |
| Large Cap | 40.96 | 44.55 |
| Mid Cap | 36.73 | 38.19 |
| Small Cap | 17.31 | 13.45 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 2.39 | 0.73 |
| Energy | 2.29 | 3.18 |
| Financial Services | 27.67 | 30.08 |
| Technology | 11.14 | 9.66 |
| Consumer Defensive | 1.82 | 2.74 |
| Basic Materials | 7.77 | 6.85 |
| Consumer Cyclical | 7.46 | 14.45 |
| Industrials | 15.6 | 10.27 |
| Healthcare | 15.25 | 12.85 |
| Utilities | 1.43 | 3.73 |
| Communication Services | 4.95 | 3.14 |
| Real Estate | 2.25 | 2.33 |
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