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) | ₹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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