HSBC Large Cap Fund vs Mahindra Manulife Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹749 Cr | ₹1919 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Mar 2019 | 10 Dec 2002 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 101% | 63% |
| Expense Ratio | 2.35 | 2.13 |
| Manager | Abhinav Khandelwal | Gautam Bhupal |
| ISIN Code | INF174V01697 | INF336L01016 |
| Exits Load | Mahindra Manulife Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Large Cap Fund - 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 Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.19% | 1.79% |
| 6 Month | 3.54% | 5.89% |
| 1 Year | 9.42% | 5.35% |
| 3 Year | 14.57% | 15.35% |
| 5 Year | 15.52% | 14.5% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.82% | 2.15% |
| 1 Year | 10.39% | 11.72% |
| 3 Year | 12.54% | 12.66% |
| 5 Year | 12.74% | 13.07% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.31% | 14.7% |
| 3 Year | 15.1% | 12.74% |
| 5 Year | 17.77% | 12.6% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.28% | 12.13% |
| Sharp | 0.54% | 0.59% |
| Beta | 0.99% | 0.96% |
| Alpha | -0.94% | -0.11% |
Fund Managers
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Gautam Bhupal |
| Total AUM | ₹5522 Cr | ₹25949 Cr |
| Funds Managed | 5 | 13 |
| Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.01 | 7.43 |
| Large Cap | 84.52 | 84.11 |
| Mid Cap | 6.95 | 6.24 |
| Small Cap | 1.52 | 2.22 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.55 | 3.44 |
| Energy | 7.64 | 6.53 |
| Industrials | 8.8 | 10.36 |
| Technology | 11.53 | 9.98 |
| Consumer Cyclical | 11.46 | 15.41 |
| Consumer Defensive | 5.54 | 7.11 |
| Financial Services | 37.98 | 33.97 |
| Healthcare | 3.66 | 6.44 |
| Basic Materials | 5.05 | 1.81 |
| Communication Services | 5.4 | 3.83 |
| Real Estate | 0.94 | - |
| Utilities | 1.45 | 1.11 |
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