Invesco India Largecap Fund vs Mahindra Manulife Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Invesco India Largecap Fund - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
---|---|---|
Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹709 Cr | ₹1528 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Mar 2019 | 21 Aug 2009 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 101% | 56% |
Expense Ratio | 2.35 | 2.09 |
Manager | Abhinav Khandelwal | Hiten Jain |
ISIN Code | INF174V01697 | INF205K01304 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
---|---|---|
1 Month | 0.16% | 0.14% |
6 Month | 9.65% | 13.24% |
1 Year | -1.15% | 1.67% |
3 Year | 13.66% | 16.31% |
5 Year | 18.71% | 19.14% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
---|---|---|
6 Month | 1.42% | 3.05% |
1 Year | 3.29% | 4.39% |
3 Year | 12.25% | 15.31% |
5 Year | 13% | 15.21% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
---|---|---|
1 Year | 11.9% | 11.13% |
3 Year | 15.39% | 13% |
5 Year | 17.01% | 13.19% |
Risk Management
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
---|---|---|
Standard Deviation | 12.47% | 12.81% |
Sharp | 0.64% | 0.82% |
Beta | 0.97% | 1.03% |
Alpha | -0.46% | 1.81% |
Fund Managers
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
---|---|---|
Name | Abhinav Khandelwal | Hiten Jain |
Total AUM | ₹5522 Cr | ₹4078 Cr |
Funds Managed | 5 | 4 |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Invesco India Largecap Fund - Growth |
---|---|---|
Others | 5.82 | 7.29 |
Large Cap | 86.51 | 77.74 |
Mid Cap | 5.99 | 8.4 |
Small Cap | 1.68 | 6.57 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Invesco India Largecap Fund - Growth |
---|---|---|
Others | 2.59 | 1.54 |
Energy | 6.77 | 5.98 |
Industrials | 8.45 | 10.1 |
Technology | 10.39 | 11.09 |
Consumer Cyclical | 8.12 | 17.32 |
Healthcare | 4.74 | 6.62 |
Consumer Defensive | 9.32 | 4.16 |
Financial Services | 36.7 | 30.68 |
Basic Materials | 6.13 | 4.17 |
Communication Services | 4.77 | 4.01 |
Utilities | 2.02 | 1.49 |
Real Estate | - | 2.85 |
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