Mahindra Manulife Large & Mid Cap Fund vs Nippon India Vision Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2777 Cr | ₹6896 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2019 | 08 Oct 1995 |
| 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% | 74% |
| Expense Ratio | 1.94 | 1.96 |
| Manager | Abhinav Khandelwal | Amar Kalkundrikar |
| ISIN Code | INF174V01911 | INF204K01406 |
| 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 | Nippon India Vision Fund - 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 | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | 0.23% | -1.5% |
| 6 Month | -1.04% | 0.88% |
| 1 Year | 8.94% | 10.1% |
| 3 Year | 16.36% | 20.66% |
| 5 Year | 17.08% | 17.77% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 1.51% | 0.44% |
| 1 Year | 10.16% | 8.67% |
| 3 Year | 11.24% | 15.2% |
| 5 Year | 13.53% | 16.71% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 20.01% | 19.19% |
| 3 Year | 20.88% | 16.95% |
| 5 Year | 22.02% | 13.97% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.32% | 12.43% |
| Sharp | 0.76% | 1.13% |
| Beta | 0.99% | 0.93% |
| Alpha | -2.37% | 2.37% |
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Amar Kalkundrikar |
| Total AUM | ₹5522 Cr | ₹19671 Cr |
| Funds Managed | 5 | 4 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 4.51 | 7.63 |
| Large Cap | 44.14 | 54.05 |
| Mid Cap | 36.75 | 37.45 |
| Small Cap | 14.6 | 0.87 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 2.92 | 3.37 |
| Energy | 3.29 | 6.22 |
| Financial Services | 28.06 | 27.21 |
| Technology | 11.01 | 10.05 |
| Consumer Defensive | 1.81 | 3.44 |
| Basic Materials | 6.4 | 9.08 |
| Consumer Cyclical | 6.17 | 21.43 |
| Healthcare | 17.69 | 3.66 |
| Industrials | 13.67 | 12.6 |
| Utilities | 1.75 | 2.05 |
| Communication Services | 5.03 | 0.89 |
| Real Estate | 2.2 | - |
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