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) | ₹2784 Cr | ₹4613 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 | -0.84% | -1.04% |
| 6 Month | 2.29% | 3.98% |
| 1 Year | -0.18% | -4.95% |
| 3 Year | 15.07% | 18.9% |
| 5 Year | 19.37% | 18.72% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.49% | 1.1% |
| 1 Year | 11.97% | 13.04% |
| 3 Year | 12.49% | 16.04% |
| 5 Year | 14.33% | 16.41% |
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 | 6.34 | 12.95 |
| Large Cap | 40.09 | 37.68 |
| Mid Cap | 36.11 | 35 |
| Small Cap | 17.46 | 14.36 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.92 | 3.79 |
| Energy | 1.77 | 0.02 |
| Financial Services | 30.39 | 30.25 |
| Technology | 9.22 | 10.75 |
| Consumer Defensive | 1.72 | 1.56 |
| Basic Materials | 6.64 | 0.06 |
| Consumer Cyclical | 6.5 | 19.43 |
| Industrials | 13.84 | 21.2 |
| Healthcare | 17.54 | 8.73 |
| Utilities | 1.43 | 0.11 |
| Communication Services | 4.73 | 3.93 |
| Real Estate | 2.31 | 0.16 |
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