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) | ₹2420 Cr | ₹6250 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 | 1.96 | 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 | 3.85% | 5.7% |
6 Month | -2.39% | -0.47% |
1 Year | 0.25% | 14.39% |
3 Year | 20.31% | 28.81% |
5 Year | 25.37% | 26.04% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 9.3% | 12.54% |
1 Year | 5.98% | 16.76% |
3 Year | 16.59% | 27.61% |
5 Year | 18.06% | 23.49% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 24.12% | 13.54% |
3 Year | 22.64% | 14.39% |
5 Year | 21.82% | 14.88% |
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 | 0.82% | 1.19% |
Beta | 0.94% | 0.97% |
Alpha | -1.92% | 4.13% |
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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 | 4.27 | 1.36 |
Large Cap | 44.05 | 34.86 |
Mid Cap | 39.66 | 45.97 |
Small Cap | 12.02 | 17.81 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 4.27 | 1.36 |
Petroleum Products | 2.47 | - |
Finance | 11.25 | 7.49 |
Retailing | 2.19 | 13.58 |
Healthcare Services | 1.1 | 8.28 |
Textiles & Apparels | 0.94 | - |
Banks | 17.55 | 9.59 |
Leisure Services | 1.77 | 3.85 |
Pharmaceuticals & Biotechnology | 9.57 | 6.1 |
Automobiles | 2.67 | 2.74 |
Electrical Equipment | 2.19 | 2.98 |
Capital Markets | 3.96 | 6.45 |
Agricultural Food & other Products | 1.28 | - |
Power | 1.76 | - |
Telecom - Services | 6.46 | 1.98 |
Non - Ferrous Metals | 1.1 | - |
Insurance | 3.07 | 4.01 |
Gas | 1.48 | - |
IT - Software | 8.35 | 3.38 |
Personal Products | 1.15 | - |
Oil | 0.46 | - |
Chemicals & Petrochemicals | 0.82 | - |
Fertilizers & Agrochemicals | 2.49 | - |
Cement & Cement Products | 2.55 | 2.66 |
Other Utilities | 0.1 | - |
Industrial Products | 2.62 | 4.57 |
Transport Services | 2.9 | 4.75 |
Auto Components | 1.73 | 1.1 |
Industrial Manufacturing | 1.75 | 1.39 |
Realty | - | 7.49 |
Consumer Durables | - | 5.39 |
Ferrous Metals | - | 0.86 |
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