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) | ₹2777 Cr | ₹3116 Cr | ₹3116 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 | -0.45% | -2.9% | -2.9% |
| 6 Month | -0.28% | -3.26% | -3.26% |
| 1 Year | 9.17% | 4.47% | 4.47% |
| 3 Year | 17.95% | 17.76% | 17.76% |
| 5 Year | 18.25% | 16.09% | 16.09% |
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 | 1.54% | 0.77% | 0.77% |
| 1 Year | 10.2% | 7.69% | 7.69% |
| 3 Year | 10.75% | 12.68% | 12.68% |
| 5 Year | 13.42% | 13.78% | 13.78% |
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 | 19.81% | 12.28% | 12.28% |
| 3 Year | 20.81% | 15.46% | 15.46% |
| 5 Year | 21.99% | 15.49% | 15.49% |
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 | 13.80% | 14.66% | 14.66% |
| Sharp | 0.71% | 0.74% | 0.74% |
| Beta | 0.98% | 1.03% | 1.03% |
| Alpha | -2.38% | -1.86% | -1.86% |
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 | 6.58 | 7.69 | 7.69 |
| Large Cap | 47.49 | 40.24 | 40.24 |
| Mid Cap | 32.35 | 35.32 | 35.32 |
| Small Cap | 13.58 | 16.75 | 16.75 |
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 | 3.85 | 2.4 | 2.4 |
| Energy | 3.61 | 2.14 | 2.14 |
| Financial Services | 28 | 25.53 | 25.53 |
| Technology | 11.75 | 7.13 | 7.13 |
| Consumer Cyclical | 7.98 | 16.13 | 16.13 |
| Basic Materials | 7.72 | 7.4 | 7.4 |
| Consumer Defensive | 0.29 | 5.76 | 5.76 |
| Healthcare | 15.43 | 6.71 | 6.71 |
| Industrials | 12.26 | 20.48 | 20.48 |
| Utilities | 2.18 | 2.34 | 2.34 |
| Communication Services | 5.27 | 2.59 | 2.59 |
| Real Estate | 1.65 | 1.4 | 1.4 |
Top Comparisons
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.74%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns14.52%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.19%
PGIM India Large and Mid Cap Fund - Regular (G)
3Y Returns0%
ITI Small Cap Fund Regular - Growth
3Y Returns24.74%
Tata Small Cap Fund Regular Growth
3Y Returns14.42%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns21.14%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns15.7%