Mahindra Manulife Large Cap Fund vs Invesco India Largecap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Invesco India Largecap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹749 Cr | ₹1723 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Mar 2019 | 21 Aug 2009 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 101% | 56% |
| Expense Ratio | 2.35 | 2.09 |
| Manager | Abhinav Khandelwal | Hiten Jain |
| ISIN Code | INF174V01697 | INF205K01304 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Month | 0.73% | -0.69% |
| 6 Month | 3.94% | 3.94% |
| 1 Year | 3.35% | 1.14% |
| 3 Year | 13.47% | 16.6% |
| 5 Year | 15.18% | 16.59% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 2.93% | 1.47% |
| 1 Year | 13.54% | 13.5% |
| 3 Year | 12.83% | 14.86% |
| 5 Year | 12.7% | 14.69% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 10.49% | 10.91% |
| 3 Year | 15.14% | 13.25% |
| 5 Year | 17.85% | 13.4% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.28% | 12.81% |
| Sharp | 0.54% | 0.8% |
| Beta | 0.99% | 1.05% |
| Alpha | -0.94% | 2.39% |
Fund Managers
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Hiten Jain |
| Total AUM | ₹5522 Cr | ₹4078 Cr |
| Funds Managed | 5 | 4 |
| Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Invesco India Largecap Fund - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 8.4 | 8.24 |
| Large Cap | 84.98 | 75.19 |
| Small Cap | 1.51 | 7.35 |
| Mid Cap | 5.11 | 9.23 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 3.43 | 1.1 |
| Energy | 7.35 | 1.31 |
| Industrials | 7.42 | 15.82 |
| Technology | 10.64 | 10.17 |
| Consumer Cyclical | 10.77 | 16.22 |
| Consumer Defensive | 5.9 | 5.3 |
| Financial Services | 37.15 | 27.55 |
| Healthcare | 3.73 | 8.34 |
| Basic Materials | 5.61 | 6.41 |
| Communication Services | 5.42 | 3.9 |
| Real Estate | 0.99 | 3.14 |
| Utilities | 1.57 | 0.73 |
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