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Mahindra Manulife Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2796 Cr | ₹15146 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 31 Dec 2019 | 17 Oct 2019 |
| 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% | 70% |
| Expense Ratio | 1.94 | 1.73 |
| Manager | Abhinav Khandelwal | Rakesh Shetty |
| ISIN Code | INF174V01911 | INF247L01965 |
| 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 | Motilal Oswal Large and Midcap Fund - Regular Plan - 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 | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 0.33% | -0.41% |
| 6 Month | 0.71% | 0.3% |
| 1 Year | 2.99% | -3.55% |
| 3 Year | 18.01% | 26.32% |
| 5 Year | 18.72% | 23.29% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | -0.57% | -3.77% |
| 1 Year | 7.25% | 5.52% |
| 3 Year | 11.62% | 19.01% |
| 5 Year | 14.05% | 20.91% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 20.41% | 24.23% |
| 3 Year | 21.17% | 26.1% |
| 5 Year | 22.16% | 27.79% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.32% | 18.47% |
| Sharp | 0.72% | 0.97% |
| Beta | 0.98% | 1.14% |
| Alpha | -2.06% | 4.80% |
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Rakesh Shetty |
| Total AUM | ₹5522 Cr | ₹33886 Cr |
| Funds Managed | 5 | 19 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 4.51 | 15.53 |
| Large Cap | 44.14 | 27.56 |
| Mid Cap | 36.75 | 36.5 |
| Small Cap | 14.6 | 20.41 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 2.92 | 1.41 |
| Energy | 3.29 | - |
| Financial Services | 28.06 | 25.73 |
| Technology | 11.01 | 12.29 |
| Consumer Defensive | 1.81 | - |
| Basic Materials | 6.4 | 2.44 |
| Consumer Cyclical | 6.17 | 21.26 |
| Healthcare | 17.69 | 2.49 |
| Industrials | 13.67 | 28.69 |
| Utilities | 1.75 | 2.85 |
| Communication Services | 5.03 | - |
| Real Estate | 2.2 | 2.83 |
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