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) | ₹2688 Cr | ₹26406 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 | -4.79% | -2.76% |
6 Month | 10.64% | 12.02% |
1 Year | -2.3% | 0.95% |
3 Year | 15.6% | 19.81% |
5 Year | 22.14% | 25.58% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | 2.31% | 3.5% |
1 Year | 1.39% | 5.28% |
3 Year | 12.98% | 17.34% |
5 Year | 15.47% | 19.7% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Year | 22.85% | 13.53% |
3 Year | 22.3% | 11.24% |
5 Year | 24.65% | 11.53% |
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% | 13.97% |
Sharp | 0.85% | 1.00% |
Beta | 0.96% | 1.02% |
Alpha | -1.35% | 4.48% |
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 | 6.15 | 3.57 |
Large Cap | 37.76 | 44.13 |
Mid Cap | 37.73 | 38.11 |
Small Cap | 18.36 | 14.19 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 3.47 | 0.65 |
Energy | 2.95 | 3.12 |
Financial Services | 29.58 | 30.65 |
Technology | 9.33 | 9.6 |
Consumer Defensive | 1.93 | 2.6 |
Basic Materials | 7.29 | 6.59 |
Consumer Cyclical | 5.06 | 13.7 |
Healthcare | 15.98 | 12.95 |
Industrials | 15.28 | 10.83 |
Utilities | 1.47 | 3.7 |
Communication Services | 5.23 | 3.21 |
Real Estate | 2.42 | 2.4 |
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