Mirae Asset Large & Midcap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2777 Cr | ₹43766 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹99 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2019 | 09 Jul 2010 |
| 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% | 52% |
| Expense Ratio | 1.94 | 1.54 |
| Manager | Abhinav Khandelwal | Neelesh Surana |
| ISIN Code | INF174V01911 | INF769K01101 |
| 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 | Mirae Asset Large & Midcap 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 | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.74% | -2.78% |
| 6 Month | -0.65% | 1.69% |
| 1 Year | 8.74% | 12.27% |
| 3 Year | 17.82% | 17.45% |
| 5 Year | 18.22% | 16.45% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.42% | -2.94% |
| 1 Year | 0.63% | 3.11% |
| 3 Year | 8.68% | 10.54% |
| 5 Year | 12.31% | 12.48% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.81% | 14.81% |
| 3 Year | 20.81% | 20.04% |
| 5 Year | 21.99% | 21.33% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.32% | 12.08% |
| Sharp | 0.76% | 0.87% |
| Beta | 0.99% | 0.98% |
| Alpha | -2.37% | -1.12% |
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Neelesh Surana |
| Total AUM | ₹5522 Cr | ₹49127 Cr |
| Funds Managed | 5 | 2 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.58 | 6.58 |
| Large Cap | 47.49 | 50.48 |
| Mid Cap | 32.35 | 30.17 |
| Small Cap | 13.58 | 12.76 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.85 | 1.71 |
| Energy | 3.61 | 2.61 |
| Financial Services | 28 | 30.96 |
| Technology | 11.75 | 7.24 |
| Consumer Cyclical | 7.98 | 15.93 |
| Basic Materials | 7.72 | 7.03 |
| Consumer Defensive | 0.29 | 4.84 |
| Healthcare | 15.43 | 11.21 |
| Industrials | 12.26 | 10.25 |
| Utilities | 2.18 | 3.34 |
| Communication Services | 5.27 | 3.37 |
| Real Estate | 1.65 | 1.51 |
Top Comparisons
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns15.87%
DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth
3Y Returns8.8%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.36%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.35%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns12.97%
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
3Y Returns13.2%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns20.39%