Mahindra Manulife Large & Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2796 Cr | ₹3141 Cr | ₹3141 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 31 Dec 2019 | 25 Feb 2015 | 25 Feb 2015 |
| Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 119% | % | 46% |
| Expense Ratio | 1.94 | 1.9 | 1.9 |
| Manager | Abhinav Khandelwal | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF174V01911 | INF767K01NB5 | INF767K01NB5 |
| 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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -1.93% | -1.14% | -1.14% |
| 6 Month | 0.92% | -0.4% | -0.4% |
| 1 Year | -0.99% | -3.07% | -3.07% |
| 3 Year | 15.4% | 15.96% | 15.96% |
| 5 Year | 18.95% | 16.65% | 16.65% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 0.15% | 0.03% | 0.03% |
| 1 Year | 10.4% | 7.93% | 7.93% |
| 3 Year | 11.92% | 14.04% | 14.04% |
| 5 Year | 13.94% | 14.27% | 14.27% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 20.65% | 12.57% | 12.57% |
| 3 Year | 21.44% | 15.38% | 15.38% |
| 5 Year | 22.21% | 15.43% | 15.43% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 13.93% | 14.93% | 14.93% |
| Sharp | 0.66% | 0.65% | 0.65% |
| Beta | 0.98% | 1.04% | 1.04% |
| Alpha | -2.17% | -2.27% | -2.27% |
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Abhinav Khandelwal | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹5522 Cr | ₹5898 Cr | ₹5898 Cr |
| Funds Managed | 5 | 7 | 7 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 6.34 | 6.27 | 6.27 |
| Large Cap | 40.09 | 40.88 | 40.88 |
| Mid Cap | 36.11 | 35.54 | 35.54 |
| Small Cap | 17.46 | 17.32 | 17.32 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 3.92 | 2.86 | 2.86 |
| Energy | 1.77 | 2.12 | 2.12 |
| Financial Services | 30.39 | 24.82 | 24.82 |
| Technology | 9.22 | 7.11 | 7.11 |
| Consumer Defensive | 1.72 | 6.44 | 6.44 |
| Basic Materials | 6.64 | 8.39 | 8.39 |
| Consumer Cyclical | 6.5 | 15.95 | 15.95 |
| Industrials | 13.84 | 19.32 | 19.32 |
| Healthcare | 17.54 | 6.83 | 6.83 |
| Utilities | 1.43 | 2.28 | 2.28 |
| Communication Services | 4.73 | 2.42 | 2.42 |
| Real Estate | 2.31 | 1.46 | 1.46 |
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