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) | ₹2420 Cr | ₹23140 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 | 1.96 | 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 | 3.2% | 2.92% |
6 Month | -5.97% | -3.65% |
1 Year | -1.74% | 5.76% |
3 Year | 14.38% | 19.64% |
5 Year | 24.43% | 28.14% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | 1.25% | 1.59% |
1 Year | -6.97% | -3.84% |
3 Year | 14.7% | 19.08% |
5 Year | 17.59% | 21.77% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Year | 27.08% | 14.17% |
3 Year | 23.63% | 10.86% |
5 Year | 20.22% | 11.39% |
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% | 14.902% |
Sharp | 0.4% | 0.746% |
Beta | 0.95% | 1.012% |
Alpha | -2.87% | 4.586% |
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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 | 5.82 | 1.86 |
Large Cap | 45.11 | 46.7 |
Mid Cap | 35.71 | 36.35 |
Small Cap | 13.36 | 15.1 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 5.81 | 1.03 |
Communication Services | 5.06 | 2.8 |
Energy | 3.96 | 3.19 |
Financial Services | 31.63 | 30.96 |
Industrials | 6.95 | 11.76 |
Consumer Cyclical | 15.09 | 13.16 |
Consumer Defensive | 4.11 | 2.49 |
Technology | 8.07 | 11.17 |
Healthcare | 8.38 | 12.81 |
Basic Materials | 7.55 | 5.38 |
Utilities | 3.39 | 3.91 |
Real Estate | - | 1.35 |
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