Mahindra Manulife Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2784 Cr | ₹4613 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2019 | 03 Apr 2019 |
| 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% | 68% |
| Expense Ratio | 1.94 | 1.91 |
| Manager | Abhinav Khandelwal | Cheenu Gupta |
| ISIN Code | INF174V01911 | INF336L01NY9 |
| 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 | HSBC Large & Midcap Fund - 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 | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.84% | -1.04% |
| 6 Month | 2.29% | 3.98% |
| 1 Year | -0.18% | -4.95% |
| 3 Year | 15.07% | 18.9% |
| 5 Year | 19.37% | 18.72% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.49% | 3.13% |
| 1 Year | 13.21% | 16.41% |
| 3 Year | 13.48% | 17.73% |
| 5 Year | 15.15% | 17.46% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 20.65% | 16.43% |
| 3 Year | 21.44% | 19.56% |
| 5 Year | 22.21% | 22.27% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.32% | 15.66% |
| Sharp | 0.74% | 0.84% |
| Beta | 0.98% | 1.00% |
| Alpha | -2.18% | 1.09% |
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Cheenu Gupta |
| Total AUM | ₹5522 Cr | ₹0 Cr |
| Funds Managed | 5 | 9 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.92 | 12.95 |
| Large Cap | 38.26 | 37.68 |
| Mid Cap | 42.13 | 35 |
| Small Cap | 15.69 | 14.36 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.92 | 3.79 |
| Petroleum Products | 1.09 | - |
| Finance | 5.33 | - |
| IT - Software | 6.94 | - |
| Personal Products | 1.72 | - |
| Ferrous Metals | 2.27 | - |
| Retailing | 0.87 | - |
| Healthcare Services | 4.13 | - |
| Banks | 19.49 | - |
| Aerospace & Defense | 1.78 | - |
| Pharmaceuticals & Biotechnology | 13.43 | - |
| Realty | 3.3 | - |
| Automobiles | 3.13 | - |
| Power | 1.43 | - |
| Telecom - Services | 4.73 | - |
| Capital Markets | 4.16 | - |
| Consumer Durables | 2.27 | - |
| Electrical Equipment | 1.19 | - |
| Auto Components | 3.6 | - |
| Chemicals & Petrochemicals | 2.55 | - |
| Leisure Services | 0.94 | - |
| Industrial Products | 3.44 | - |
| Cement & Cement Products | 2.35 | - |
| Consumable Fuels | 0.68 | - |
| Fertilizers & Agrochemicals | 0.48 | - |
| Transport Services | 1.1 | - |
| Insurance | 1.41 | - |
| Industrial Manufacturing | 2.27 | - |
| Energy | - | 0.02 |
| Industrials | - | 21.2 |
| Technology | - | 10.75 |
| Financial Services | - | 30.25 |
| Consumer Cyclical | - | 19.43 |
| Healthcare | - | 8.73 |
| Basic Materials | - | 0.22 |
| Utilities | - | 0.11 |
| Consumer Defensive | - | 1.56 |
| Real Estate | - | 0 |
| Communication Services | - | 3.93 |
Top Comparisons
Kotak Gilt-Investment Regular-Growth
3Y Returns5.77%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.77%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns8.02%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.7%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns14.18%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns15.81%
DSP Small Cap Fund - Regular - Growth
3Y Returns18.57%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns18.24%