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) | ₹2647 Cr | ₹26949 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 | 4.2% | 3.53% | 
| 6 Month | 9.42% | 10.6% | 
| 1 Year | 3.12% | 6.61% | 
| 3 Year | 16.36% | 20.73% | 
| 5 Year | 22.37% | 26.74% | 
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option | 
|---|---|---|
| 6 Month | 3.39% | 4.39% | 
| 1 Year | 13.9% | 16.85% | 
| 3 Year | 14.18% | 18.09% | 
| 5 Year | 15.56% | 19.54% | 
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option | 
|---|---|---|
| 1 Year | 22.01% | 13.35% | 
| 3 Year | 21.98% | 11.41% | 
| 5 Year | 23.38% | 11.57% | 
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 | 0.71% | 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 | 5 | 3.81 | 
| Large Cap | 40.96 | 44.55 | 
| Mid Cap | 36.73 | 38.19 | 
| Small Cap | 17.31 | 13.45 | 
Sector Allocation
| Scheme Name | 
                                                     Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth  | 
                                                                                            
                                                     HDFC Large and Mid Cap Fund - Growth Option  | 
                                                                                    
                                    
|---|---|---|
| Others | 2.39 | 0.73 | 
| Energy | 2.29 | 3.18 | 
| Financial Services | 27.67 | 30.08 | 
| Technology | 11.14 | 9.66 | 
| Consumer Defensive | 1.82 | 2.74 | 
| Basic Materials | 7.77 | 6.85 | 
| Consumer Cyclical | 7.46 | 14.45 | 
| Industrials | 15.6 | 10.27 | 
| Healthcare | 15.25 | 12.85 | 
| Utilities | 1.43 | 3.73 | 
| Communication Services | 4.95 | 3.14 | 
| Real Estate | 2.25 | 2.33 | 
Top Comparisons
                                                
                                                ICICI Prudential PSU Equity Fund - Growth
                                            
3Y Returns27.72%
                                                
                                                 Quant PSU Fund - Regular (G)
                                            
3Y Returns0%
                                                
                                                ICICI Prudential Banking and PSU Debt Fund - Growth
                                            
3Y Returns7.63%
                                                
                                                 Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
                                            
3Y Returns7.4%
                                                
                                                Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
                                            
3Y Returns21.66%
                                                
                                                 Canara Robeco Flexicap Fund - Regular Plan - Growth Option
                                            
3Y Returns15.61%
                                                
                                                Nippon India Floater Fund - Regular Plan - Growth Option
                                            
3Y Returns7.96%
                                                
                                                 Tata Floating Rate Fund-Regular Plan-Growth
                                            
3Y Returns7.39%