Mahindra Manulife Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare

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Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2420 Cr	₹4047 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	31 Dec 2019	30 Jul 2005
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%	32%
Expense Ratio	1.96	1.9
Manager	Abhinav Khandelwal	V Srivatsa
ISIN Code	INF174V01911	INF789F01869
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	UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	7.79%	7.29%
6 Month	0.02%	0.46%
1 Year	3.85%	14.36%
3 Year	18.38%	24.64%
5 Year	25.73%	29.63%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-	-0.03%
1 Year	-9.06%	-5.06%
3 Year	12.5%	19.19%
5 Year	16.01%	20.53%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	27.08%	9.5%
3 Year	23.63%	9.15%
5 Year	20.22%	10.86%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.32%	12.33%
Sharp	0.58%	1%
Beta	0.94%	0.92%
Alpha	-2.6%	3.43%

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Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Abhinav Khandelwal	V Srivatsa
Total AUM	₹5522 Cr	₹7921 Cr
Funds Managed	5	3
	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	3.49	3.89
Large Cap	47.7	45.7
Mid Cap	35.45	37.27
Small Cap	13.36	12.98

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	3.49	3.89
Telecom - Services	5	5.38
Petroleum Products	3.52	1.87
Finance	10.8	5.53
Retailing	3.49	0.28
Healthcare Services	0.85	-
Diversified FMCG	1.61	3.13
Textiles & Apparels	0.84	1.17
Banks	14.41	20.82
Leisure Services	1.52	1.88
Pharmaceuticals & Biotechnology	9.79	7.06
Automobiles	3.02	5.02
Electrical Equipment	1.53	-
Capital Markets	4.71	2.77
Agricultural Food & other Products	1.34	-
Power	1.78	2.04
Non - Ferrous Metals	1.28	-
Insurance	2.77	3.34
Gas	1.59	0.09
IT - Software	7.85	7.3
Personal Products	1.07	2.28
Oil	0.42	1.28
Auto Components	3.47	2.2
Fertilizers & Agrochemicals	2.54	2.61
Cement & Cement Products	2.53	1.88
Other Utilities	0.62	-
Industrial Products	2.8	0.46
Transport Services	2.93	3.36
Industrial Manufacturing	2.43	-
Construction	-	1.77
Realty	-	2.84
Diversified Metals	-	2.8
Ferrous Metals	-	1.09
Consumer Durables	-	1.37
Other Consumer Services	-	0.81
Chemicals & Petrochemicals	-	0.7
Minerals & Mining	-	1.42
Entertainment	-	0.61
Paper, Forest & Jute Products	-	0.79