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) | ₹2647 Cr | ₹4311 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 | 0.61% | 1.64% |
6 Month | 10.3% | 17.94% |
1 Year | -4.52% | -2.91% |
3 Year | 17.31% | 21.92% |
5 Year | 22.3% | 22.83% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 1.14% | 5.64% |
1 Year | 10.14% | 18.35% |
3 Year | 13.46% | 19.69% |
5 Year | 15.25% | 18.46% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 22.01% | 17.43% |
3 Year | 21.98% | 19.45% |
5 Year | 23.38% | 22.42% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.32% | 15.70% |
Sharp | 0.71% | 0.85% |
Beta | 0.98% | 0.98% |
Alpha | -2.18% | 4.67% |
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 | 5.22 | 10.75 |
Large Cap | 39.09 | 41.49 |
Mid Cap | 38.01 | 36.52 |
Small Cap | 17.68 | 11.24 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 2.01 | 1.6 |
Energy | 2.98 | 0.02 |
Financial Services | 27.33 | 29.05 |
Technology | 11.78 | 11.92 |
Consumer Defensive | 1.95 | 2.11 |
Basic Materials | 7.12 | 0.75 |
Consumer Cyclical | 7.14 | 18.35 |
Healthcare | 15.84 | 9.07 |
Industrials | 15 | 21.76 |
Utilities | 1.42 | 1.41 |
Communication Services | 5.06 | 3.89 |
Real Estate | 2.36 | 0.08 |
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