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) | ₹2784 Cr | ₹16530 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 | 0.01% | 1.76% |
| 6 Month | 3.72% | 4.76% |
| 1 Year | 3.03% | 4.95% |
| 3 Year | 15.28% | 19.17% |
| 5 Year | 19.94% | 20.07% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.49% | 3.93% |
| 1 Year | 13.21% | 14.83% |
| 3 Year | 13.48% | 17.97% |
| 5 Year | 15.15% | 17.98% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 20.75% | 18.24% |
| 3 Year | 21.5% | 18.22% |
| 5 Year | 22.3% | 16.64% |
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 | 0.74% | 0.99% |
| Beta | 0.98% | 0.95% |
| Alpha | -2.18% | 1.3% |
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 | 6.34 | 8.73 |
| Large Cap | 40.09 | 47.64 |
| Mid Cap | 36.11 | 35.24 |
| Small Cap | 17.46 | 8.39 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.92 | 2.69 |
| Energy | 1.77 | 6.68 |
| Financial Services | 30.39 | 34.65 |
| Technology | 9.22 | 10.83 |
| Consumer Defensive | 1.72 | 3.19 |
| Basic Materials | 6.64 | 8.9 |
| Consumer Cyclical | 6.5 | 10.25 |
| Industrials | 13.84 | 3.84 |
| Healthcare | 17.54 | 10.67 |
| Utilities | 1.43 | 3.51 |
| Communication Services | 4.73 | 3.1 |
| Real Estate | 2.31 | 1.69 |
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