Mahindra Manulife Large & Mid Cap Fund vs Edelweiss Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2796 Cr | ₹4460 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Dec 2019 | 14 Jun 2007 |
| 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% | 30% |
| Expense Ratio | 1.94 | 1.87 |
| Manager | Abhinav Khandelwal | Trideep Bhattacharya |
| ISIN Code | INF174V01911 | INF843K01047 |
| 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 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.01% | 1.21% |
| 6 Month | 1.85% | 4.55% |
| 1 Year | 3.54% | 4.58% |
| 3 Year | 16.82% | 18.89% |
| 5 Year | 19.42% | 19.38% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.57% | 1.65% |
| 1 Year | 7.25% | 12.12% |
| 3 Year | 11.62% | 15.38% |
| 5 Year | 14.05% | 16.05% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.41% | 11.62% |
| 3 Year | 21.17% | 14.22% |
| 5 Year | 22.16% | 14.35% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.32% | 13.65% |
| Sharp | 0.72% | 0.78% |
| Beta | 0.98% | 0.97% |
| Alpha | -2.06% | -0.60% |
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Trideep Bhattacharya |
| Total AUM | ₹5522 Cr | ₹0 Cr |
| Funds Managed | 5 | 9 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.51 | 6.06 |
| Large Cap | 44.14 | 46.81 |
| Mid Cap | 36.75 | 36.3 |
| Small Cap | 14.6 | 10.83 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.92 | 1.52 |
| Energy | 3.29 | 4.22 |
| Financial Services | 28.06 | 29.3 |
| Technology | 11.01 | 11.91 |
| Consumer Defensive | 1.81 | 2.48 |
| Basic Materials | 6.4 | 9.05 |
| Consumer Cyclical | 6.17 | 13.35 |
| Healthcare | 17.69 | 7.58 |
| Industrials | 13.67 | 13.23 |
| Utilities | 1.75 | 1.8 |
| Communication Services | 5.03 | 3.14 |
| Real Estate | 2.2 | 2.41 |
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