LIC MF Large Cap Fund vs Mahindra Manulife Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
LIC MF Large Cap Fund-Growth
LIC MF Large Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹705 Cr | ₹1445 Cr | ₹1445 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 18 Mar 2019 | 15 Sep 1999 | 15 Sep 1999 |
| Category | Large Cap | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 101% | % | 35% |
| Expense Ratio | 2.35 | 2.13 | 2.13 |
| Manager | Abhinav Khandelwal | Sumit Bhatnagar | Sumit Bhatnagar |
| ISIN Code | INF174V01697 | INF767K01105 | INF767K01105 |
| 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 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 3.18% | 3.2% | 3.2% |
| 6 Month | 3.95% | 5.92% | 5.92% |
| 1 Year | 4.97% | 4.68% | 4.68% |
| 3 Year | 13.53% | 11.84% | 11.84% |
| 5 Year | 18.41% | 15.75% | 15.75% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | -0.99% | -0.36% | -0.36% |
| 1 Year | 4.11% | 6.11% | 6.11% |
| 3 Year | 10.39% | 9.94% | 9.94% |
| 5 Year | 11.55% | 10.18% | 10.18% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 11.54% | 11.31% | 11.31% |
| 3 Year | 15.3% | 11.75% | 11.75% |
| 5 Year | 17.9% | 12.13% | 12.13% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 12.32% | 12.4% | 12.4% |
| Sharp | 0.57% | 0.5% | 0.5% |
| Beta | 0.98% | 0.99% | 0.99% |
| Alpha | -1.22% | -2.37% | -2.37% |
Fund Managers
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Abhinav Khandelwal | Sumit Bhatnagar | Sumit Bhatnagar |
| Total AUM | ₹5522 Cr | ₹1786 Cr | ₹1786 Cr |
| Funds Managed | 5 | 6 | 6 |
| Mahindra Manulife Large Cap Fund - Regular Plan - Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 4.86 | 4.79 | 4.79 |
| Large Cap | 87.74 | 82.89 | 82.89 |
| Mid Cap | 5.13 | 5.51 | 5.51 |
| Small Cap | 2.26 | 6.81 | 6.81 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 1.74 | 2.4 | 2.4 |
| Energy | 7.06 | 6.2 | 6.2 |
| Industrials | 8.09 | 11.66 | 11.66 |
| Technology | 10.25 | 6.04 | 6.04 |
| Consumer Cyclical | 10.86 | 14.79 | 14.79 |
| Healthcare | 3.74 | 5.2 | 5.2 |
| Consumer Defensive | 7.27 | 8.44 | 8.44 |
| Financial Services | 37.09 | 30.13 | 30.13 |
| Basic Materials | 6.53 | 6.66 | 6.66 |
| Real Estate | 0.65 | - | - |
| Communication Services | 4.77 | 3.99 | 3.99 |
| Utilities | 1.95 | 4.48 | 4.48 |
Top Comparisons
Nippon India Multi Asset Omni FOF - Regular Plan - Growth
3Y Returns20.35%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns14.44%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.46%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.05%
Invesco India Financial Services Fund - Retail Growth
3Y Returns20.43%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns12.04%
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
3Y Returns16.65%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns17.55%