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) | ₹2688 Cr | ₹4314 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 | -4.79% | -0.37% |
6 Month | 10.64% | 14.31% |
1 Year | -2.3% | -0.41% |
3 Year | 15.6% | 19.02% |
5 Year | 22.14% | 22.4% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 2.31% | 6.46% |
1 Year | 1.39% | 4.66% |
3 Year | 12.98% | 18.05% |
5 Year | 15.47% | 17.77% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 22.85% | 18.59% |
3 Year | 22.3% | 19.45% |
5 Year | 24.65% | 22.51% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.32% | 15.88% |
Sharp | 0.85% | 0.82% |
Beta | 0.96% | 0.97% |
Alpha | -1.35% | 3.94% |
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 | 6.15 | 7.39 |
Large Cap | 37.76 | 44.12 |
Mid Cap | 37.73 | 38.64 |
Small Cap | 18.36 | 9.84 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 3.47 | 1.95 |
Energy | 2.95 | 0.02 |
Financial Services | 29.58 | 30.09 |
Technology | 9.33 | 8.33 |
Consumer Defensive | 1.93 | 1.71 |
Basic Materials | 7.29 | 2.13 |
Consumer Cyclical | 5.06 | 18.57 |
Healthcare | 15.98 | 9.39 |
Industrials | 15.28 | 22.34 |
Utilities | 1.47 | 2 |
Communication Services | 5.23 | 3.38 |
Real Estate | 2.42 | 0.09 |
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