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Mahindra Manulife Large & Mid Cap Fund vs INVESCO INDIA 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 INVESCO INDIA LARGE & MID CAP FUND - 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 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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