Mahindra Manulife Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2784 Cr | ₹28487 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Dec 2019 | 18 Feb 1994 |
| 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% | 9.01% |
| Expense Ratio | 1.94 | 1.66 |
| Manager | Abhinav Khandelwal | Dhruv Muchhal |
| ISIN Code | INF174V01911 | INF179KA1RT1 |
| 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 | HDFC Large and Mid Cap Fund - Regular - 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 | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Month | -1.64% | -1.26% |
| 6 Month | 2.99% | 5.41% |
| 1 Year | 0.73% | 3.82% |
| 3 Year | 14.85% | 18.83% |
| 5 Year | 19.59% | 22.79% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.49% | 3.13% |
| 1 Year | 13.21% | 16.06% |
| 3 Year | 13.48% | 17.28% |
| 5 Year | 15.15% | 19.1% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 20.65% | 13.19% |
| 3 Year | 21.44% | 13.1% |
| 5 Year | 22.21% | 12.3% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 13.32% | 13.90% |
| Sharp | 0.74% | 0.96% |
| Beta | 0.98% | 1.01% |
| Alpha | -2.18% | 1.34% |
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Dhruv Muchhal |
| Total AUM | ₹5522 Cr | ₹520687 Cr |
| Funds Managed | 5 | 40 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 6.34 | 5.29 |
| Large Cap | 40.09 | 43.58 |
| Mid Cap | 36.11 | 38.14 |
| Small Cap | 17.46 | 12.99 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 3.92 | 1.87 |
| Energy | 1.77 | 3.22 |
| Financial Services | 30.39 | 30.26 |
| Technology | 9.22 | 9.69 |
| Consumer Defensive | 1.72 | 2.8 |
| Basic Materials | 6.64 | 6.63 |
| Consumer Cyclical | 6.5 | 13.57 |
| Industrials | 13.84 | 10.06 |
| Healthcare | 17.54 | 12.61 |
| Utilities | 1.43 | 3.6 |
| Communication Services | 4.73 | 3.23 |
| Real Estate | 2.31 | 2.46 |
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