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) | ₹2647 Cr | ₹3047 Cr | ₹3047 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 | 4.2% | 2.69% | 2.69% | 
| 6 Month | 9.42% | 9.27% | 9.27% | 
| 1 Year | 3.12% | 2.62% | 2.62% | 
| 3 Year | 16.36% | 16.82% | 16.82% | 
| 5 Year | 22.37% | 20.03% | 20.03% | 
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 | -0.87% | -0.09% | -0.09% | 
| 1 Year | 5.16% | 5.89% | 5.89% | 
| 3 Year | 11.28% | 14.68% | 14.68% | 
| 5 Year | 13.9% | 14.77% | 14.77% | 
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 | 22.01% | 12.96% | 12.96% | 
| 3 Year | 21.98% | 15.22% | 15.22% | 
| 5 Year | 23.38% | 15.28% | 15.28% | 
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% | 14.92% | 14.92% | 
| Sharp | 0.71% | 0.66% | 0.66% | 
| Beta | 0.98% | 1.04% | 1.04% | 
| Alpha | -2.18% | -2.46% | -2.46% | 
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 | 5 | 5.13 | 5.13 | 
| Large Cap | 40.96 | 42.53 | 42.53 | 
| Mid Cap | 36.73 | 33.94 | 33.94 | 
| Small Cap | 17.31 | 18.41 | 18.41 | 
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 | 2.39 | 3.13 | 3.13 | 
| Energy | 2.29 | 1.9 | 1.9 | 
| Financial Services | 27.67 | 24.15 | 24.15 | 
| Technology | 11.14 | 6.23 | 6.23 | 
| Consumer Defensive | 1.82 | 6.41 | 6.41 | 
| Basic Materials | 7.77 | 9.04 | 9.04 | 
| Consumer Cyclical | 7.46 | 15.37 | 15.37 | 
| Industrials | 15.6 | 20.3 | 20.3 | 
| Healthcare | 15.25 | 7.27 | 7.27 | 
| Utilities | 1.43 | 2.49 | 2.49 | 
| Communication Services | 4.95 | 2.35 | 2.35 | 
| Real Estate | 2.25 | 1.36 | 1.36 | 
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