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Mahindra Manulife Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare

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tortoise-icon Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

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tortoise-icon DSP Large & Mid Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Large & Mid Cap Fund - Regular Growth
Fund Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Large & Mid Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹2688 Cr ₹15502 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Dec 2019 16 May 2000
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 119% 40%
Expense Ratio 1.94 1.7
Manager Abhinav Khandelwal Rohit Singhania
ISIN Code INF174V01911 INF740K01094
Exits Load Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 DSP Equity Opportunities 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 & Mid Cap Fund - Regular Plan - Growth DSP Large & Mid Cap Fund - Regular Growth
1 Month -3.07% -0.9%
6 Month 11.01% 9.74%
1 Year -3.34% -0.59%
3 Year 16.12% 19.8%
5 Year 22.23% 22.38%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Large & Mid Cap Fund - Regular Growth
6 Month 2.31% 1.28%
1 Year 1.39% 1.66%
3 Year 12.98% 17.34%
5 Year 15.47% 17.82%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Large & Mid Cap Fund - Regular Growth
1 Year 22.85% 17.79%
3 Year 22.3% 17.91%
5 Year 24.65% 16.77%

Risk Management

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation 13.32% 12.87%
Sharp 0.85% 1.06%
Beta 0.96% 0.94%
Alpha -1.35% 1.63%

Fund Managers

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Large & Mid Cap Fund - Regular Growth
Name Abhinav Khandelwal Rohit Singhania
Total AUM ₹5522 Cr ₹46862 Cr
Funds Managed 5 7
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

DSP Large & Mid Cap Fund - Regular Growth

Others 6.15 7.67
Large Cap 37.76 47.22
Mid Cap 37.73 35.51
Small Cap 18.36 9.59

Sector Allocation

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

DSP Large & Mid Cap Fund - Regular Growth

Others 3.47 3.99
Energy 2.95 6.77
Financial Services 29.58 32.12
Technology 9.33 9.06
Consumer Defensive 1.93 3.96
Basic Materials 7.29 9.77
Consumer Cyclical 5.06 11.35
Healthcare 15.98 11.2
Industrials 15.28 4.11
Utilities 1.47 3.17
Communication Services 5.23 2.91
Real Estate 2.42 1.59

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