Mahindra Manulife Large Cap Fund vs Tata Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹587 Cr | ₹2611 Cr | ₹2611 Cr |
Min Investment | ₹1000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 18 Mar 2019 | 07 May 1998 | 07 May 1998 |
Category | Large Cap | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 101% | 20.36% | 20.36% |
Expense Ratio | 2.35 | 2.04 | 2.04 |
Manager | Abhinav Khandelwal | Kapil Malhotra | Kapil Malhotra |
ISIN Code | INF174V01697 | INF277K01931 | INF277K01931 |
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 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap Fund - Regular Plan - 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 | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Month | 0.5% | 1.2% | 1.2% |
6 Month | -0.56% | -1.67% | -1.67% |
1 Year | 4.84% | 2.35% | 2.35% |
3 Year | 17.51% | 18.56% | 18.56% |
5 Year | 20.66% | 21.74% | 21.74% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
6 Month | 6.41% | 5.81% | 5.81% |
1 Year | 5.67% | 3.81% | 3.81% |
3 Year | 14.67% | 14.44% | 14.44% |
5 Year | 14.77% | 15.28% | 15.28% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Year | 12.96% | 12.99% | 12.99% |
3 Year | 15.29% | 13.25% | 13.25% |
5 Year | 16.23% | 13.75% | 13.75% |
Risk Management
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 12.761% | 12.98% | 12.98% |
Sharp | 0.415% | 0.79% | 0.79% |
Beta | 0.944% | 0.96% | 0.96% |
Alpha | -1.519% | 0.87% | 0.87% |
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Fund Managers
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Name | Abhinav Khandelwal | Kapil Malhotra | Kapil Malhotra |
Total AUM | ₹5522 Cr | ₹18472 Cr | ₹18472 Cr |
Funds Managed | 5 | 7 | 7 |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 5.1 | 5.62 | 5.62 |
Large Cap | 83.74 | 83.8 | 83.8 |
Mid Cap | 7.26 | 7.28 | 7.28 |
Small Cap | 3.91 | 3.3 | 3.3 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 3.18 | 5.62 | 5.62 |
Energy | 7.8 | - | - |
Technology | 9.98 | - | - |
Consumer Defensive | 7.01 | - | - |
Industrials | 11.63 | - | - |
Healthcare | 5.53 | - | - |
Financial Services | 34.18 | - | - |
Basic Materials | 5.43 | - | - |
Consumer Cyclical | 9.13 | - | - |
Communication Services | 4.02 | - | - |
Utilities | 2.11 | - | - |
Petroleum Products | - | 5.59 | 5.59 |
Electrical Equipment | - | 1.98 | 1.98 |
IT - Software | - | 6.14 | 6.14 |
Retailing | - | 0.81 | 0.81 |
Construction | - | 3.56 | 3.56 |
Ferrous Metals | - | 3.59 | 3.59 |
Diversified FMCG | - | 2.26 | 2.26 |
Banks | - | 28.58 | 28.58 |
Pharmaceuticals & Biotechnology | - | 6.67 | 6.67 |
Cement & Cement Products | - | 2.72 | 2.72 |
Automobiles | - | 6 | 6 |
Telecom - Services | - | 3.16 | 3.16 |
Finance | - | 3.7 | 3.7 |
IT - Services | - | 0.75 | 0.75 |
Consumer Durables | - | 2.55 | 2.55 |
Agricultural Food & other Products | - | 1.82 | 1.82 |
Personal Products | - | 0.82 | 0.82 |
Realty | - | 0.8 | 0.8 |
Leisure Services | - | 0.9 | 0.9 |
Transport Services | - | 0.83 | 0.83 |
Industrial Manufacturing | - | 0.61 | 0.61 |
Power | - | 5.33 | 5.33 |
Transport Infrastructure | - | 1.17 | 1.17 |
Auto Components | - | 1.84 | 1.84 |
Insurance | - | 2.2 | 2.2 |
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