Mahindra Manulife Large Cap Fund vs HSBC Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹705 Cr | ₹1832 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Mar 2019 | 10 Dec 2002 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 101% | 63% |
| Expense Ratio | 2.35 | 2.13 |
| Manager | Abhinav Khandelwal | Gautam Bhupal |
| ISIN Code | INF174V01697 | INF336L01016 |
| 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 | HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.59% | 0.74% |
| 6 Month | 3.18% | 5.14% |
| 1 Year | 4.13% | 1.1% |
| 3 Year | 13.05% | 13.65% |
| 5 Year | 17.01% | 15.77% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.44% | 3.74% |
| 1 Year | 10.74% | 11.46% |
| 3 Year | 12.74% | 13.08% |
| 5 Year | 12.83% | 13.16% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.54% | 15.07% |
| 3 Year | 15.3% | 12.65% |
| 5 Year | 17.9% | 12.52% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.32% | 12.17% |
| Sharp | 0.57% | 0.62% |
| Beta | 0.98% | 0.95% |
| Alpha | -1.22% | -0.37% |
Fund Managers
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Gautam Bhupal |
| Total AUM | ₹5522 Cr | ₹25949 Cr |
| Funds Managed | 5 | 13 |
| Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.86 | 5.09 |
| Large Cap | 87.74 | 85.86 |
| Mid Cap | 5.13 | 6.6 |
| Small Cap | 2.26 | 2.46 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.74 | 1.73 |
| Energy | 7.06 | 5.96 |
| Industrials | 8.09 | 10.56 |
| Technology | 10.25 | 9.5 |
| Consumer Cyclical | 10.86 | 16.31 |
| Healthcare | 3.74 | 6.99 |
| Consumer Defensive | 7.27 | 7.38 |
| Financial Services | 37.09 | 34.13 |
| Basic Materials | 6.53 | 2 |
| Real Estate | 0.65 | - |
| Communication Services | 4.77 | 3.59 |
| Utilities | 1.95 | 1.86 |
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