HSBC Large & Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2796 Cr | ₹4664 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2019 | 03 Apr 2019 |
| 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% | 68% |
| Expense Ratio | 1.94 | 1.91 |
| Manager | Abhinav Khandelwal | Cheenu Gupta |
| ISIN Code | INF174V01911 | INF336L01NY9 |
| 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 | HSBC Large & Midcap 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 & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -3.33% | -4.29% |
| 6 Month | -0.03% | 2.81% |
| 1 Year | -1.61% | -8.8% |
| 3 Year | 15.37% | 19.23% |
| 5 Year | 18.48% | 17.71% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.15% | 0.5% |
| 1 Year | 10.4% | 14.31% |
| 3 Year | 11.92% | 16.1% |
| 5 Year | 13.94% | 16.37% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 20.65% | 16.43% |
| 3 Year | 21.44% | 19.56% |
| 5 Year | 22.21% | 22.27% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.32% | 15.68% |
| Sharp | 0.72% | 0.82% |
| Beta | 0.98% | 1.01% |
| Alpha | -2.06% | 1.21% |
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Cheenu Gupta |
| Total AUM | ₹5522 Cr | ₹0 Cr |
| Funds Managed | 5 | 9 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.51 | 17.69 |
| Large Cap | 44.14 | 36.62 |
| Mid Cap | 36.75 | 30.91 |
| Small Cap | 14.6 | 14.79 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.92 | 1.87 |
| Energy | 3.29 | 1.54 |
| Financial Services | 28.06 | 35.87 |
| Technology | 11.01 | 9.04 |
| Consumer Defensive | 1.81 | 1.44 |
| Basic Materials | 6.4 | 0.06 |
| Consumer Cyclical | 6.17 | 17.52 |
| Healthcare | 17.69 | 8.95 |
| Industrials | 13.67 | 19.7 |
| Utilities | 1.75 | 0.07 |
| Communication Services | 5.03 | 3.93 |
| Real Estate | 2.2 | 0 |
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