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) | ₹2647 Cr | ₹3047 Cr | ₹3047 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| 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 | 2.51% | 1.15% | 1.15% |
| 6 Month | 7.3% | 5.49% | 5.49% |
| 1 Year | 7.32% | 4.88% | 4.88% |
| 3 Year | 16.42% | 16.49% | 16.49% |
| 5 Year | 21.16% | 18.44% | 18.44% |
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 | 2.26% | 0.73% | 0.73% |
| 1 Year | 13.16% | 8.15% | 8.15% |
| 3 Year | 13.55% | 15.14% | 15.14% |
| 5 Year | 15.06% | 14.95% | 14.95% |
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 | 20.98% | 12.73% | 12.73% |
| 3 Year | 21.6% | 15.35% | 15.35% |
| 5 Year | 22.39% | 15.35% | 15.35% |
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 | 13.32% | 14.92% | 14.92% |
| Sharp | 0.74% | 0.66% | 0.66% |
| Beta | 0.98% | 1.04% | 1.04% |
| Alpha | -2.18% | -2.46% | -2.46% |
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 | 5 | 5.73 | 5.73 |
| Large Cap | 40.96 | 41.91 | 41.91 |
| Mid Cap | 36.73 | 34.17 | 34.17 |
| Small Cap | 17.31 | 18.18 | 18.18 |
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 | 2.39 | 3.23 | 3.23 |
| Energy | 2.29 | 2 | 2 |
| Financial Services | 27.67 | 24.4 | 24.4 |
| Technology | 11.14 | 6.9 | 6.9 |
| Consumer Defensive | 1.82 | 6.17 | 6.17 |
| Basic Materials | 7.77 | 8.31 | 8.31 |
| Consumer Cyclical | 7.46 | 15.34 | 15.34 |
| Industrials | 15.6 | 19.99 | 19.99 |
| Healthcare | 15.25 | 7.24 | 7.24 |
| Utilities | 1.43 | 2.39 | 2.39 |
| Communication Services | 4.95 | 2.52 | 2.52 |
| Real Estate | 2.25 | 1.52 | 1.52 |
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