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) | ₹2629 Cr | ₹8447 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 | 3.85% | 7.92% |
6 Month | -2.39% | -5.59% |
1 Year | 0.25% | 15.06% |
3 Year | 20.31% | 33.43% |
5 Year | 25.37% | 30.26% |
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 | 9.3% | 13.07% |
1 Year | 5.98% | 13.82% |
3 Year | 16.59% | 28.79% |
5 Year | 18.06% | 26.37% |
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 | 24.12% | 28.46% |
3 Year | 22.64% | 25.72% |
5 Year | 21.82% | 26.25% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 15.86% | 16.577% |
Sharp | 0.76% | 0.899% |
Beta | 1.07% | 0.963% |
Alpha | -3.44% | 7.354% |
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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 | 4.27 | 4.04 |
Large Cap | 44.05 | 35.63 |
Mid Cap | 39.66 | 39.29 |
Small Cap | 12.02 | 21.04 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 4.27 | 2.08 |
Petroleum Products | 2.47 | - |
Finance | 11.25 | - |
Retailing | 2.19 | - |
Healthcare Services | 1.1 | - |
Textiles & Apparels | 0.94 | - |
Banks | 17.55 | - |
Leisure Services | 1.77 | - |
Pharmaceuticals & Biotechnology | 9.57 | - |
Automobiles | 2.67 | - |
Electrical Equipment | 2.19 | - |
Capital Markets | 3.96 | - |
Agricultural Food & other Products | 1.28 | - |
Power | 1.76 | - |
Telecom - Services | 6.46 | - |
Non - Ferrous Metals | 1.1 | - |
Insurance | 3.07 | - |
Gas | 1.48 | - |
IT - Software | 8.35 | - |
Personal Products | 1.15 | - |
Oil | 0.46 | - |
Chemicals & Petrochemicals | 0.82 | - |
Fertilizers & Agrochemicals | 2.49 | - |
Cement & Cement Products | 2.55 | - |
Other Utilities | 0.1 | - |
Industrial Products | 2.62 | - |
Transport Services | 2.9 | - |
Auto Components | 1.73 | - |
Industrial Manufacturing | 1.75 | - |
Consumer Cyclical | - | 26.27 |
Healthcare | - | 1.96 |
Financial Services | - | 14.33 |
Industrials | - | 29.6 |
Basic Materials | - | 3.12 |
Technology | - | 10.92 |
Real Estate | - | 5.68 |
Communication Services | - | 6.04 |
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