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) | ₹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 | 2.51% | -0.61% |
| 6 Month | 7.3% | 10.39% |
| 1 Year | 7.32% | 14.44% |
| 3 Year | 16.42% | 24.13% |
| 5 Year | 21.16% | 22.33% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 2.26% | 2.07% |
| 1 Year | 13.16% | 19.42% |
| 3 Year | 13.55% | 24.21% |
| 5 Year | 15.06% | 21.62% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 20.98% | 13.39% |
| 3 Year | 21.6% | 14.75% |
| 5 Year | 22.39% | 15.01% |
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 | 0.74% | 1.18% |
| Beta | 0.98% | 1% |
| Alpha | -2.18% | 4.73% |
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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