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) | ₹756 Cr | ₹1718 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 | -2.96% | -3.6% |
| 6 Month | 0.54% | -1.59% |
| 1 Year | 9.48% | 8.4% |
| 3 Year | 13.54% | 16.72% |
| 5 Year | 13.22% | 14.67% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 1.5% | -0.77% |
| 1 Year | 9.09% | 7.56% |
| 3 Year | 11.47% | 12.61% |
| 5 Year | 12.03% | 13.58% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 10.15% | 10.75% |
| 3 Year | 15.05% | 13.35% |
| 5 Year | 17.45% | 13.48% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.79% | 12.81% |
| Sharp | 0.72% | 0.85% |
| Beta | 0.97% | 1.05% |
| Alpha | -0.05% | 1.84% |
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 | 7.73 | 15.25 |
| Large Cap | 83.94 | 68.74 |
| Mid Cap | 6.8 | 8.79 |
| Small Cap | 1.53 | 7.23 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 1.83 | 0.57 |
| Energy | 8.32 | - |
| Industrials | 8.46 | 16.65 |
| Technology | 11.38 | 10.58 |
| Consumer Cyclical | 11.38 | 15.48 |
| Consumer Defensive | 5.89 | 1 |
| Financial Services | 36.86 | 35.49 |
| Healthcare | 3.56 | 9.3 |
| Basic Materials | 4.62 | 5.09 |
| Communication Services | 5.41 | 3.93 |
| Real Estate | 0.88 | 1.34 |
| Utilities | 1.41 | 0.55 |
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