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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) | ₹2613 Cr | ₹8125 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 | 2.55% | 1.43% |
| 6 Month | 17.13% | 25.72% |
| 1 Year | -4.96% | 6.03% |
| 3 Year | 14.72% | 24.16% |
| 5 Year | 21.74% | 23.71% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 2.97% | 6.38% |
| 1 Year | 8.96% | 21.53% |
| 3 Year | 14.28% | 26.59% |
| 5 Year | 15.88% | 22.88% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 22.85% | 13.56% |
| 3 Year | 22.3% | 14.49% |
| 5 Year | 24.65% | 14.94% |
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 | 0.65% | 1.14% |
| Beta | 0.97% | 1% |
| Alpha | -1.73% | 5.8% |
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 | 6.15 | 5.36 |
| Large Cap | 37.76 | 32.23 |
| Mid Cap | 37.73 | 43.5 |
| Small Cap | 18.36 | 18.9 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 3.47 | 1.93 |
| Energy | 2.95 | - |
| Financial Services | 29.58 | 26.98 |
| Technology | 9.33 | 5.78 |
| Consumer Defensive | 1.93 | - |
| Basic Materials | 7.29 | 4.33 |
| Consumer Cyclical | 5.06 | 20.4 |
| Healthcare | 15.98 | 19.28 |
| Industrials | 15.28 | 12.32 |
| Utilities | 1.47 | - |
| Communication Services | 5.23 | 1.71 |
| Real Estate | 2.42 | 7.26 |
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