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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) ₹2777 Cr ₹17576 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 -0.45% -1%
6 Month -0.28% 2.86%
1 Year 9.17% 11.17%
3 Year 17.95% 20.81%
5 Year 18.25% 18.6%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Large & Mid Cap Fund - Regular Growth
6 Month 1.54% 3.17%
1 Year 10.2% 13.76%
3 Year 10.75% 15.88%
5 Year 13.42% 16.9%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Large & Mid Cap Fund - Regular Growth
1 Year 19.81% 18.01%
3 Year 20.81% 18.35%
5 Year 21.99% 16.7%

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 0.76% 1.06%
Beta 0.99% 0.95%
Alpha -2.37% 1.73%

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 6.58 9.68
Large Cap 47.49 47.91
Mid Cap 32.35 34.82
Small Cap 13.58 7.58

Sector Allocation

Scheme Name

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

DSP Large & Mid Cap Fund - Regular Growth

Others 3.85 1.65
Energy 3.61 6.44
Financial Services 28 35.93
Technology 11.75 10.73
Consumer Cyclical 7.98 12.18
Basic Materials 7.72 8.58
Consumer Defensive 0.29 2.92
Healthcare 15.43 9.94
Industrials 12.26 3.53
Utilities 2.18 2.99
Communication Services 5.27 3.36
Real Estate 1.65 1.75

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