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) | ₹730 Cr | ₹2702 Cr | ₹2702 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 | -4.09% | -3.84% | -3.84% |
6 Month | 5.19% | 3.37% | 3.37% |
1 Year | -3.94% | -5.2% | -5.2% |
3 Year | 13.89% | 14.32% | 14.32% |
5 Year | 18.42% | 19.13% | 19.13% |
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 | 2.78% | 2.97% | 2.97% |
1 Year | 4.14% | 3.33% | 3.33% |
3 Year | 13.77% | 13.73% | 13.73% |
5 Year | 14.19% | 14.81% | 14.81% |
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 | 11.9% | 12.86% | 12.86% |
3 Year | 15.39% | 13.29% | 13.29% |
5 Year | 17.01% | 13.81% | 13.81% |
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 | 12.69% | 12.66% | 12.66% |
Sharp | 0.91% | 1.02% | 1.02% |
Beta | 0.93% | 0.96% | 0.96% |
Alpha | -0.49% | 0.61% | 0.61% |
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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 | 5.48 | 7.34 | 7.34 |
Large Cap | 85.18 | 81.56 | 81.56 |
Mid Cap | 7.24 | 5.72 | 5.72 |
Small Cap | 2.1 | 5.38 | 5.38 |
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 | 2.24 | 4.22 | 4.22 |
Energy | 7.49 | 5.83 | 5.83 |
Industrials | 8.77 | 9.34 | 9.34 |
Technology | 10.87 | 6.82 | 6.82 |
Consumer Cyclical | 8.21 | 14.61 | 14.61 |
Healthcare | 4.73 | 4.29 | 4.29 |
Consumer Defensive | 8.37 | 4.87 | 4.87 |
Financial Services | 36.36 | 35.42 | 35.42 |
Basic Materials | 5.94 | 7.34 | 7.34 |
Communication Services | 5.32 | 2.42 | 2.42 |
Utilities | 1.69 | 4.84 | 4.84 |
Real Estate | - | 0 | 0 |
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