LIC MF Large & Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹2613 Cr | ₹3013 Cr | ₹3013 Cr |
Min Investment | ₹1000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 31 Dec 2019 | 25 Feb 2015 | 25 Feb 2015 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 119% | % | 46% |
Expense Ratio | 1.94 | 1.9 | 1.9 |
Manager | Abhinav Khandelwal | Yogesh Patil | Yogesh Patil |
ISIN Code | INF174V01911 | INF767K01NB5 | INF767K01NB5 |
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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid 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 & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 2.82% | 2.66% | 2.66% |
6 Month | 16.4% | 13.21% | 13.21% |
1 Year | -4.92% | -4.13% | -4.13% |
3 Year | 14.9% | 14.76% | 14.76% |
5 Year | 22.3% | 20.46% | 20.46% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 2.97% | 2.69% | 2.69% |
1 Year | 8.96% | 7.26% | 7.26% |
3 Year | 14.28% | 16.78% | 16.78% |
5 Year | 15.88% | 16.1% | 16.1% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 22.85% | 13.18% | 13.18% |
3 Year | 22.3% | 15.19% | 15.19% |
5 Year | 24.65% | 15.17% | 15.17% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 13.32% | 14.91% | 14.91% |
Sharp | 0.65% | 0.56% | 0.56% |
Beta | 0.97% | 1.00% | 1.00% |
Alpha | -1.73% | 1.09% | 1.09% |
Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Abhinav Khandelwal | Yogesh Patil | Yogesh Patil |
Total AUM | ₹5522 Cr | ₹5898 Cr | ₹5898 Cr |
Funds Managed | 5 | 7 | 7 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 6.15 | 4.14 | 4.14 |
Large Cap | 37.76 | 40.93 | 40.93 |
Mid Cap | 37.73 | 35.49 | 35.49 |
Small Cap | 18.36 | 19.44 | 19.44 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 3.47 | 2.42 | 2.42 |
Energy | 2.95 | 1.9 | 1.9 |
Financial Services | 29.58 | 25.01 | 25.01 |
Technology | 9.33 | 6.11 | 6.11 |
Consumer Defensive | 1.93 | 5.42 | 5.42 |
Basic Materials | 7.29 | 7.85 | 7.85 |
Consumer Cyclical | 5.06 | 15.27 | 15.27 |
Healthcare | 15.98 | 7.32 | 7.32 |
Industrials | 15.28 | 22.71 | 22.71 |
Utilities | 1.47 | 2.57 | 2.57 |
Communication Services | 5.23 | 1.99 | 1.99 |
Real Estate | 2.42 | 1.44 | 1.44 |
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