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) | ₹2629 Cr | ₹25412 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 | 4.63% | 4.64% |
6 Month | 4.12% | 5.21% |
1 Year | 2.89% | 5.62% |
3 Year | 22.15% | 26.43% |
5 Year | 25.31% | 28.96% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | 11.67% | 11.23% |
1 Year | 11.53% | 12.85% |
3 Year | 18.54% | 22.26% |
5 Year | 19.17% | 23% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Year | 24.12% | 13.8% |
3 Year | 22.64% | 11.12% |
5 Year | 21.82% | 11.46% |
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% | 14.90% |
Sharp | 0.82% | 1.02% |
Beta | 0.94% | 1.01% |
Alpha | -1.92% | 4.36% |
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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 | 4.27 | 1.86 |
Large Cap | 44.05 | 46.7 |
Mid Cap | 39.66 | 36.35 |
Small Cap | 12.02 | 15.1 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 4.27 | 1.03 |
Petroleum Products | 2.47 | - |
Finance | 11.25 | - |
Retailing | 2.19 | - |
Healthcare Services | 1.1 | - |
Textiles & Apparels | 0.94 | - |
Banks | 17.55 | - |
Leisure Services | 1.77 | - |
Pharmaceuticals & Biotechnology | 9.57 | - |
Automobiles | 2.67 | - |
Electrical Equipment | 2.19 | - |
Capital Markets | 3.96 | - |
Agricultural Food & other Products | 1.28 | - |
Power | 1.76 | - |
Telecom - Services | 6.46 | - |
Non - Ferrous Metals | 1.1 | - |
Insurance | 3.07 | - |
Gas | 1.48 | - |
IT - Software | 8.35 | - |
Personal Products | 1.15 | - |
Oil | 0.46 | - |
Chemicals & Petrochemicals | 0.82 | - |
Fertilizers & Agrochemicals | 2.49 | - |
Cement & Cement Products | 2.55 | - |
Other Utilities | 0.1 | - |
Industrial Products | 2.62 | - |
Transport Services | 2.9 | - |
Auto Components | 1.73 | - |
Industrial Manufacturing | 1.75 | - |
Communication Services | - | 2.8 |
Basic Materials | - | 5.38 |
Energy | - | 3.19 |
Technology | - | 11.17 |
Consumer Cyclical | - | 13.16 |
Healthcare | - | 12.81 |
Industrials | - | 11.76 |
Financial Services | - | 30.96 |
Consumer Defensive | - | 2.49 |
Utilities | - | 3.91 |
Real Estate | - | 1.35 |
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