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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 | -1.85% | -4.02% |
| 6 Month | 1.38% | 0.89% |
| 1 Year | -1.04% | -4.75% |
| 3 Year | 15.29% | 23.96% |
| 5 Year | 18.86% | 23.49% |
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 | 0.15% | -2.26% |
| 1 Year | 10.4% | 10.81% |
| 3 Year | 11.92% | 19.96% |
| 5 Year | 13.94% | 21.11% |
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 | 20.65% | 24.46% |
| 3 Year | 21.44% | 26.13% |
| 5 Year | 22.21% | 27.9% |
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% | 4.81% |
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 | 6.34 | 15.53 |
| Large Cap | 40.09 | 27.56 |
| Mid Cap | 36.11 | 36.5 |
| Small Cap | 17.46 | 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 | 3.92 | 1.41 |
| Energy | 1.77 | - |
| Financial Services | 30.39 | 25.73 |
| Technology | 9.22 | 12.29 |
| Consumer Defensive | 1.72 | - |
| Basic Materials | 6.64 | 2.44 |
| Consumer Cyclical | 6.5 | 21.26 |
| Industrials | 13.84 | 28.69 |
| Healthcare | 17.54 | 2.49 |
| Utilities | 1.43 | 2.85 |
| Communication Services | 4.73 | - |
| Real Estate | 2.31 | 2.83 |
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