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) | ₹705 Cr | ₹1337 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 | 2.83% | 2.21% |
| 6 Month | 3.8% | 5.28% |
| 1 Year | 8.32% | 7.49% |
| 3 Year | 13.5% | 14.88% |
| 5 Year | 16.51% | 16.53% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.32% | 1.83% |
| 1 Year | 9.33% | 10.16% |
| 3 Year | 12.03% | 12.27% |
| 5 Year | 12.33% | 13.26% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.84% | 12.35% |
| 3 Year | 15.19% | 13.59% |
| 5 Year | 17.96% | 14.24% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.32% | 11.82% |
| Sharp | 0.57% | 0.71% |
| Beta | 0.98% | 0.95% |
| Alpha | -1.22% | 0.44% |
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 | 4.86 | 6.85 |
| Large Cap | 87.74 | 79.19 |
| Mid Cap | 5.13 | 12.96 |
| Small Cap | 2.26 | 0.99 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.74 | 3.01 |
| Energy | 7.06 | 7.01 |
| Industrials | 8.09 | 9.11 |
| Technology | 10.25 | 7.5 |
| Consumer Cyclical | 10.86 | 12.41 |
| Healthcare | 3.74 | 9.24 |
| Consumer Defensive | 7.27 | 6.13 |
| Financial Services | 37.09 | 32.47 |
| Basic Materials | 6.53 | 6.28 |
| Real Estate | 0.65 | - |
| Communication Services | 4.77 | 3.1 |
| Utilities | 1.95 | 3.74 |
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