INVESCO INDIA LARGE & MID CAP FUND vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2613 Cr | ₹8125 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2019 | 09 Aug 2007 |
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% | 73% |
Expense Ratio | 1.94 | 1.8 |
Manager | Abhinav Khandelwal | Aditya Khemani |
ISIN Code | INF174V01911 | INF205K01247 |
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 | Invesco India Large & Mid 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 & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Month | 3.26% | 2.5% |
6 Month | 17.05% | 26.16% |
1 Year | -4.51% | 6.28% |
3 Year | 15.98% | 25.33% |
5 Year | 21.9% | 23.87% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 2.97% | 6.38% |
1 Year | 8.96% | 21.53% |
3 Year | 14.28% | 26.59% |
5 Year | 15.88% | 22.88% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 22.85% | 13.56% |
3 Year | 22.3% | 14.49% |
5 Year | 24.65% | 14.94% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 13.32% | 12.64% |
Sharp | 0.65% | 1.14% |
Beta | 0.97% | 1% |
Alpha | -1.73% | 5.8% |
Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Name | Abhinav Khandelwal | Aditya Khemani |
Total AUM | ₹5522 Cr | ₹12070 Cr |
Funds Managed | 5 | 3 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 5.22 | 5.91 |
Large Cap | 39.09 | 32.05 |
Mid Cap | 38.01 | 43.01 |
Small Cap | 17.68 | 19.03 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 2.01 | 0.58 |
Energy | 2.98 | - |
Financial Services | 27.33 | 27.29 |
Technology | 9.57 | 5.99 |
Consumer Defensive | 1.95 | - |
Basic Materials | 7.12 | 4.33 |
Consumer Cyclical | 7.14 | 20.16 |
Healthcare | 15.84 | 20.02 |
Industrials | 17.21 | 13.09 |
Utilities | 1.42 | - |
Communication Services | 5.06 | 1.69 |
Real Estate | 2.36 | 6.87 |
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