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) | ₹756 Cr | ₹1912 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 | -1.68% | -0.61% |
| 6 Month | 1.93% | 3.95% |
| 1 Year | 9.84% | 9.32% |
| 3 Year | 14.84% | 16.38% |
| 5 Year | 14.23% | 13.76% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.52% | -0.73% |
| 1 Year | 2.09% | 5.11% |
| 3 Year | 9.53% | 10.06% |
| 5 Year | 11.03% | 11.68% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.15% | 14.63% |
| 3 Year | 15.05% | 12.77% |
| 5 Year | 17.45% | 12.64% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.79% | 12.72% |
| Sharp | 0.72% | 0.78% |
| Beta | 0.97% | 0.93% |
| Alpha | -0.05% | 0.92% |
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 | 7.73 | 10.66 |
| Large Cap | 83.94 | 80.47 |
| Mid Cap | 6.8 | 6.76 |
| Small Cap | 1.53 | 2.11 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.83 | 4.58 |
| Energy | 8.32 | 6.57 |
| Industrials | 8.46 | 10.26 |
| Technology | 11.38 | 10.32 |
| Consumer Cyclical | 11.38 | 15.03 |
| Consumer Defensive | 5.89 | 4.62 |
| Financial Services | 36.86 | 34.86 |
| Healthcare | 3.56 | 6.94 |
| Basic Materials | 4.62 | 1.85 |
| Communication Services | 5.41 | 3.85 |
| Real Estate | 0.88 | - |
| Utilities | 1.41 | 1.12 |
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