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Mahindra Manulife Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

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tortoise-icon Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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