Mahindra Manulife Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
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) | ₹2647 Cr | ₹15356 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 | 0.15% | 0.47% |
6 Month | 12.83% | 10.24% |
1 Year | -4.4% | -1.66% |
3 Year | 17.3% | 21.01% |
5 Year | 21.8% | 22.59% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 1.14% | 1.33% |
1 Year | 10.14% | 9.49% |
3 Year | 13.46% | 17.4% |
5 Year | 15.25% | 17.56% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 22.01% | 17.62% |
3 Year | 21.98% | 18% |
5 Year | 23.38% | 16.87% |
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 | 0.71% | 0.99% |
Beta | 0.98% | 0.96% |
Alpha | -2.18% | 1.68% |
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 | 5.22 | 6.49 |
Large Cap | 39.09 | 48.47 |
Mid Cap | 38.01 | 35.75 |
Small Cap | 17.68 | 9.29 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 2.01 | 2.78 |
Energy | 2.98 | 6.42 |
Financial Services | 27.33 | 32.83 |
Technology | 11.78 | 10.45 |
Consumer Defensive | 1.95 | 3.99 |
Basic Materials | 7.12 | 9.71 |
Consumer Cyclical | 7.14 | 11.2 |
Healthcare | 15.84 | 11.06 |
Industrials | 15 | 3.99 |
Utilities | 1.42 | 3.12 |
Communication Services | 5.06 | 2.83 |
Real Estate | 2.36 | 1.62 |
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