Mahindra Manulife Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - 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) | ₹2796 Cr | ₹9406 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 | -2.28% | -2.51% |
| 6 Month | 0.55% | 2.23% |
| 1 Year | -0.81% | 1.39% |
| 3 Year | 15.44% | 22.96% |
| 5 Year | 18.54% | 19.89% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 0.15% | -0.52% |
| 1 Year | 10.4% | 15.77% |
| 3 Year | 11.92% | 21.96% |
| 5 Year | 13.94% | 20.49% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 20.41% | 13.35% |
| 3 Year | 21.17% | 14.8% |
| 5 Year | 22.16% | 15.04% |
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 | 0.72% | 1.15% |
| Beta | 0.98% | 1% |
| Alpha | -2.06% | 4.66% |
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 | 4.51 | 7.94 |
| Large Cap | 44.14 | 29.32 |
| Mid Cap | 36.75 | 42.57 |
| Small Cap | 14.6 | 20.16 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 2.92 | 1.5 |
| Energy | 3.29 | - |
| Financial Services | 28.06 | 30.26 |
| Technology | 11.01 | 6.01 |
| Consumer Defensive | 1.81 | - |
| Basic Materials | 6.4 | 3.15 |
| Consumer Cyclical | 6.17 | 20.42 |
| Healthcare | 17.69 | 18.7 |
| Industrials | 13.67 | 11.16 |
| Utilities | 1.75 | - |
| Communication Services | 5.03 | 1.61 |
| Real Estate | 2.2 | 7.19 |
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