Mahindra Manulife Large & Mid Cap Fund vs ICICI Prudential Large & Mid Cap Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ICICI Prudential Large & Mid Cap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24424 Cr | ₹2647 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Jul 1998 | 31 Dec 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 | 55% | 119% |
| Expense Ratio | 1.7 | 1.94 |
| Manager | Sharmila D'mello | Abhinav Khandelwal |
| ISIN Code | INF109K01431 | INF174V01911 |
| Exits Load | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.46% | 2.48% |
| 6 Month | 8.56% | 8.97% |
| 1 Year | 7.59% | 0.73% |
| 3 Year | 21.01% | 15.94% |
| 5 Year | 26.52% | 21.45% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.9% | 3.39% |
| 1 Year | 18.18% | 13.9% |
| 3 Year | 20.11% | 14.18% |
| 5 Year | 20.96% | 15.56% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.24% | 22.01% |
| 3 Year | 15.96% | 21.98% |
| 5 Year | 15.81% | 23.38% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.69% | 13.32% |
| Sharp | 1.16% | 0.71% |
| Beta | 0.81% | 0.98% |
| Alpha | 3.99% | -2.18% |
Fund Managers
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sharmila D'mello | Abhinav Khandelwal |
| Total AUM | ₹354743 Cr | ₹5522 Cr |
| Funds Managed | 35 | 5 |
| ICICI Prudential Large & Mid Cap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.28 | 5 |
| Large Cap | 45.94 | 40.96 |
| Mid Cap | 37.53 | 36.73 |
| Small Cap | 11.25 | 17.31 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.31 | 2.39 |
| Energy | 4.41 | 2.29 |
| Technology | 6.23 | 11.14 |
| Healthcare | 5.79 | 15.25 |
| Basic Materials | 10.48 | 7.77 |
| Consumer Defensive | 8.03 | 1.82 |
| Industrials | 8.41 | 15.6 |
| Financial Services | 21.85 | 27.67 |
| Consumer Cyclical | 22.89 | 7.46 |
| Real Estate | 1.47 | 2.25 |
| Communication Services | 4.07 | 4.95 |
| Utilities | 2.06 | 1.43 |
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