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) | ₹749 Cr | ₹2827 Cr | ₹2827 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 | -0.18% | -0.4% | -0.4% |
| 6 Month | 2.88% | 4.6% | 4.6% |
| 1 Year | 5.09% | 4.85% | 4.85% |
| 3 Year | 13.55% | 14.24% | 14.24% |
| 5 Year | 14.78% | 16.13% | 16.13% |
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 | 2.93% | 3.97% | 3.97% |
| 1 Year | 13.54% | 16.49% | 16.49% |
| 3 Year | 12.83% | 13.68% | 13.68% |
| 5 Year | 12.7% | 13.83% | 13.83% |
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 | 10.31% | 13.34% | 13.34% |
| 3 Year | 15.1% | 14.41% | 14.41% |
| 5 Year | 17.77% | 14.09% | 14.09% |
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 | 12.28% | 12.66% | 12.66% |
| Sharp | 0.54% | 0.69% | 0.69% |
| Beta | 0.99% | 0.97% | 0.97% |
| Alpha | -0.94% | 0.59% | 0.59% |
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 | 7.01 | 8.9 | 8.9 |
| Large Cap | 84.52 | 80.25 | 80.25 |
| Mid Cap | 6.95 | 4.36 | 4.36 |
| Small Cap | 1.52 | 6.5 | 6.5 |
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 | 0.55 | 3.32 | 3.32 |
| Energy | 7.64 | 5.82 | 5.82 |
| Industrials | 8.8 | 8.27 | 8.27 |
| Technology | 11.53 | 10.34 | 10.34 |
| Consumer Cyclical | 11.46 | 16.76 | 16.76 |
| Consumer Defensive | 5.54 | 5.91 | 5.91 |
| Financial Services | 37.98 | 33.75 | 33.75 |
| Healthcare | 3.66 | 1.05 | 1.05 |
| Basic Materials | 5.05 | 7.97 | 7.97 |
| Communication Services | 5.4 | 2.42 | 2.42 |
| Real Estate | 0.94 | - | - |
| Utilities | 1.45 | 4.39 | 4.39 |
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