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) | ₹705 Cr | ₹2684 Cr | ₹2684 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 | 2.83% | 2.15% | 2.15% |
| 6 Month | 3.8% | 6.4% | 6.4% |
| 1 Year | 8.32% | 8.89% | 8.89% |
| 3 Year | 13.5% | 14.64% | 14.64% |
| 5 Year | 16.51% | 17.8% | 17.8% |
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 | 1.32% | 2.83% | 2.83% |
| 1 Year | 9.33% | 12.41% | 12.41% |
| 3 Year | 12.03% | 12.91% | 12.91% |
| 5 Year | 12.33% | 13.51% | 13.51% |
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 | 10.84% | 13.51% | 13.51% |
| 3 Year | 15.19% | 14.41% | 14.41% |
| 5 Year | 17.96% | 14.07% | 14.07% |
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 | 12.32% | 12.66% | 12.66% |
| Sharp | 0.57% | 0.75% | 0.75% |
| Beta | 0.98% | 0.97% | 0.97% |
| Alpha | -1.22% | 0.72% | 0.72% |
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 | 4.86 | 7.48 | 7.48 |
| Large Cap | 87.74 | 80.67 | 80.67 |
| Mid Cap | 5.13 | 5.7 | 5.7 |
| Small Cap | 2.26 | 6.15 | 6.15 |
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 | 1.74 | 2.34 | 2.34 |
| Energy | 7.06 | 5.34 | 5.34 |
| Industrials | 8.09 | 9.03 | 9.03 |
| Technology | 10.25 | 9.2 | 9.2 |
| Consumer Cyclical | 10.86 | 16.21 | 16.21 |
| Healthcare | 3.74 | 2.62 | 2.62 |
| Consumer Defensive | 7.27 | 5.44 | 5.44 |
| Financial Services | 37.09 | 33.59 | 33.59 |
| Basic Materials | 6.53 | 9.42 | 9.42 |
| Real Estate | 0.65 | - | - |
| Communication Services | 4.77 | 2.27 | 2.27 |
| Utilities | 1.95 | 4.54 | 4.54 |
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