Mahindra Manulife Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
                                 Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
                                Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
                            
                                 INVESCO INDIA LARGE & MID CAP FUND - Growth
                                INVESCO INDIA LARGE & MID CAP FUND - Growth
                            
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth | 
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth | 
| Investment Plan | Growth | Growth | 
| Level of Risk | Very High | Very High | 
| Asset Size (Cr) | ₹2647 Cr | ₹8441 Cr | 
| Min Investment | ₹1000 | ₹1000 | 
| Min SIP Invesment | ₹500 | ₹100 | 
| Min Addl Investment | ₹1000 | ₹1000 | 
| Launch Date | 31 Dec 2019 | 09 Aug 2007 | 
| 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% | 73% | 
| Expense Ratio | 1.94 | 1.8 | 
| Manager | Abhinav Khandelwal | Aditya Khemani | 
| ISIN Code | INF174V01911 | INF205K01247 | 
| 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 | Invesco India Large & Mid Cap 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 | INVESCO INDIA LARGE & MID CAP FUND - Growth | 
|---|---|---|
| 1 Month | 5.57% | 4.49% | 
| 6 Month | 9.13% | 14.94% | 
| 1 Year | 2.61% | 12.75% | 
| 3 Year | 16.77% | 25.23% | 
| 5 Year | 22.53% | 24.12% | 
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth | 
|---|---|---|
| 6 Month | 2.11% | 3.47% | 
| 1 Year | 12.04% | 21.91% | 
| 3 Year | 14.3% | 26.05% | 
| 5 Year | 15.79% | 22.78% | 
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth | 
|---|---|---|
| 1 Year | 22.01% | 13.51% | 
| 3 Year | 21.98% | 14.64% | 
| 5 Year | 23.38% | 14.97% | 
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth | 
|---|---|---|
| Standard Deviation | 13.32% | 12.64% | 
| Sharp | 0.71% | 1.18% | 
| Beta | 0.98% | 1.01% | 
| Alpha | -2.18% | 4.98% | 
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth | 
|---|---|---|
| Name | Abhinav Khandelwal | Aditya Khemani | 
| Total AUM | ₹5522 Cr | ₹12070 Cr | 
| Funds Managed | 5 | 3 | 
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth | 
Market Cap
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth | 
|---|---|---|
| Others | 5 | 6.09 | 
| Large Cap | 40.96 | 31.11 | 
| Mid Cap | 36.73 | 42.59 | 
| Small Cap | 17.31 | 20.21 | 
Sector Allocation
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth | 
|---|---|---|
| Others | 2.39 | 0.2 | 
| Energy | 2.29 | - | 
| Financial Services | 27.67 | 27.61 | 
| Technology | 11.14 | 7.94 | 
| Consumer Defensive | 1.82 | - | 
| Basic Materials | 7.77 | 3.81 | 
| Consumer Cyclical | 7.46 | 20.78 | 
| Industrials | 15.6 | 11.78 | 
| Healthcare | 15.25 | 19.65 | 
| Utilities | 1.43 | - | 
| Communication Services | 4.95 | 1.58 | 
| Real Estate | 2.25 | 6.65 | 
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