Mahindra Manulife Large Cap Fund vs Edelweiss Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹738 Cr | ₹1408 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Mar 2019 | 20 May 2009 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 101% | 79% |
| Expense Ratio | 2.35 | 2.16 |
| Manager | Abhinav Khandelwal | Bhavesh Jain |
| ISIN Code | INF174V01697 | INF754K01046 |
| 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 | Edelweiss 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 | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.04% | 1.87% |
| 6 Month | 4.49% | 4.95% |
| 1 Year | 4.16% | 3.88% |
| 3 Year | 13.12% | 14.43% |
| 5 Year | 15.75% | 15.8% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.54% | 3.84% |
| 1 Year | 14.23% | 14.8% |
| 3 Year | 13.16% | 13.19% |
| 5 Year | 12.95% | 13.81% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.49% | 12.26% |
| 3 Year | 15.14% | 13.6% |
| 5 Year | 17.85% | 14.25% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.28% | 11.75% |
| Sharp | 0.54% | 0.66% |
| Beta | 0.99% | 0.95% |
| Alpha | -0.94% | 0.42% |
Fund Managers
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Bhavesh Jain |
| Total AUM | ₹5522 Cr | ₹0 Cr |
| Funds Managed | 5 | 22 |
| Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.4 | 7.61 |
| Large Cap | 84.98 | 78.65 |
| Small Cap | 1.51 | 0.94 |
| Mid Cap | 5.11 | 12.8 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.43 | 3.73 |
| Energy | 7.35 | 7.23 |
| Industrials | 7.42 | 9.22 |
| Technology | 10.64 | 8.03 |
| Consumer Cyclical | 10.77 | 12.2 |
| Consumer Defensive | 5.9 | 5.88 |
| Financial Services | 37.15 | 31.22 |
| Healthcare | 3.73 | 9.68 |
| Basic Materials | 5.61 | 6 |
| Communication Services | 5.42 | 3.23 |
| Real Estate | 0.99 | - |
| Utilities | 1.57 | 3.57 |
Top Comparisons
ICICI Prudential MidCap Fund - Growth
3Y Returns21.13%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns15.98%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns6.96%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns8.07%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.72%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.57%
Kotak Large Cap Fund - Growth
3Y Returns14.82%
Motilal Oswal Large Cap Fund - Regular (G)
3Y Returns0%