Mahindra Manulife Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2378 Cr ₹21432 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 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 1.95 1.68
Manager Abhinav Khandelwal Dhruv Muchhal
ISIN Code INF174V01911 INF179KA1RT1
Exits Load Exit load of 1%, if redeemed within 3 months./365 Exit load of 1% if redeemed within 1 year/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 5.51% 1.53%
6 Month 19.78% 20.52%
1 Year 37.79% 45.39%
3 Year 20.31% 26.17%
5 Year - 26.63%

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 Year 17.12% 18.92%
3 Year 43% 50.79%
5 Year 78.86% 101.91%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
1 Year 28.21% 27.86%
3 Year 63.42% 74.64%
5 Year 84.98% 110.02%

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% 12.97%
Sharp 1.04% 1.37%
Beta 0.93% 0.96%
Alpha 0.63% 3.24%

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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
Fund Manage 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 6.24 3.49
Large Cap 46.45 49.85
Mid Cap 37.95 34.39
Small Cap 9.36 12.27

Sector Allocation

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

HDFC Large and Mid Cap Fund - Growth Option

Others 3.28 2.51
Automobile 9.79 -
Communication 7.34 -
Energy 14.6 -
Services 2.11 -
Technology 6.75 -
Materials 4.93 -
Construction 4.11 1.57
Chemicals 0.69 -
Healthcare 10.28 -
Financial 17.64 -
Metals & Mining 7.49 -
Consumer Staples 2.23 -
Capital Goods 6.17 -
Consumer Discretionary 1.34 -
Diversified 0.46 -
Textiles 0.79 -
Automobiles - 3.09
Telecom - Services - 2.16
Petroleum Products - 2.8
IT - Software - 7.09
Auto Components - 4.17
Pharmaceuticals & Biotechnology - 8.21
IT - Services - 0.08
Industrial Manufacturing - 1
Cement & Cement Products - 1.47
Finance - 9.38
Healthcare Services - 2.45
Banks - 20.09
Diversified FMCG - 0.81
Non - Ferrous Metals - 0.48
Realty - 2.19
Agricultural, Commercial & Construction Vehicles - 0.85
Chemicals & Petrochemicals - 2.06
Leisure Services - 1.82
Aerospace & Defense - 2.87
Ferrous Metals - 1.34
Fertilizers & Agrochemicals - 1
Telecom - Equipment & Accessories - 0.21
Consumer Durables - 2.77
Insurance - 2.48
Electrical Equipment - 0.66
Personal Products - 0.52
Transport Services - 1.33
Industrial Products - 1.98
Gas - 1.44
Beverages - 0.6
Entertainment - 0.75
Agricultural Food & other Products - 0.6
Oil - 0.77
Retailing - 1.83
Capital Markets - 0.75
Financial Technology (Fintech) - 0.52
Power - 2.55
Commercial Services & Supplies - 0.46
Textiles & Apparels - 0.23
Transport Infrastructure - 0.06

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