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) | ₹749 Cr | ₹1723 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 | 1.97% | -0.25% |
| 6 Month | 2.65% | 1.25% |
| 1 Year | 8.27% | 4.12% |
| 3 Year | 14.78% | 17.5% |
| 5 Year | 14.87% | 15.89% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 4.57% | 2.13% |
| 1 Year | 15.22% | 13.49% |
| 3 Year | 13.27% | 14.49% |
| 5 Year | 12.99% | 14.52% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 10.12% | 10.79% |
| 3 Year | 15.07% | 13.3% |
| 5 Year | 17.57% | 13.44% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.79% | 12.81% |
| Sharp | 0.61% | 0.8% |
| Beta | 0.97% | 1.05% |
| Alpha | -0.26% | 2.39% |
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 | 0.5 | 0.81 |
| Large Cap | 88.46 | 80.89 |
| Mid Cap | 10.06 | 10.34 |
| Small Cap | 0.98 | 7.96 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 0.5 | 0.81 |
| Petroleum Products | 7.64 | - |
| Electrical Equipment | 1.82 | 3.13 |
| IT - Software | 10.87 | 10.26 |
| Retailing | 2.92 | 4.8 |
| Construction | 4.25 | 4.1 |
| Diversified FMCG | 3.12 | 2.58 |
| Banks | 27.22 | 18.96 |
| Pharmaceuticals & Biotechnology | 3.67 | 3.64 |
| Cement & Cement Products | 1.68 | - |
| Ferrous Metals | 1.55 | 2.34 |
| Capital Markets | 0.21 | 2.41 |
| Automobiles | 4.35 | 7.18 |
| Telecom - Services | 4.41 | 3.91 |
| Consumer Durables | 4.3 | 5.77 |
| Agricultural, Commercial & Construction Vehicles | 1.13 | - |
| Food Products | 1.36 | - |
| Realty | 0.94 | 2.94 |
| Chemicals & Petrochemicals | 2.35 | 1.02 |
| Fertilizers & Agrochemicals | 0.45 | - |
| Finance | 8.16 | 7.06 |
| Insurance | 2.39 | - |
| Power | 1.45 | 0.55 |
| Textiles & Apparels | 1.28 | - |
| Leisure Services | 1.98 | - |
| Healthcare Services | - | 4.44 |
| Non - Ferrous Metals | - | 0.84 |
| Aerospace & Defense | - | 1.9 |
| Auto Components | - | 3.28 |
| Transport Services | - | 3.72 |
| Healthcare Equipment & Supplies | - | 1.95 |
| Financial Technology (Fintech) | - | 0.81 |
| Industrial Products | - | 1.15 |
| Industrial Manufacturing | - | 0.45 |
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