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) | ₹2784 Cr | ₹42981 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 | -1.93% | 0.06% |
| 6 Month | 0.92% | 6.15% |
| 1 Year | -0.99% | 4.16% |
| 3 Year | 15.4% | 16.6% |
| 5 Year | 18.95% | 17.99% |
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 | 0.15% | 3.46% |
| 1 Year | 10.4% | 20.39% |
| 3 Year | 11.92% | 15.6% |
| 5 Year | 13.94% | 15.05% |
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 | 20.65% | 14.93% |
| 3 Year | 21.44% | 20.09% |
| 5 Year | 22.21% | 21.42% |
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% | 13.54% |
| Sharp | 0.72% | 0.73% |
| Beta | 0.98% | 0.98% |
| Alpha | -2.06% | -1.46% |
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 | 6.34 | 3.52 |
| Large Cap | 40.09 | 51.49 |
| Mid Cap | 36.11 | 31.62 |
| Small Cap | 17.46 | 13.38 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.92 | 2.15 |
| Energy | 1.77 | 3.24 |
| Financial Services | 30.39 | 29.28 |
| Technology | 9.22 | 8.39 |
| Consumer Defensive | 1.72 | 4.81 |
| Basic Materials | 6.64 | 6.51 |
| Consumer Cyclical | 6.5 | 15.75 |
| Industrials | 13.84 | 9.8 |
| Healthcare | 17.54 | 10.57 |
| Utilities | 1.43 | 3.29 |
| Communication Services | 4.73 | 4.04 |
| Real Estate | 2.31 | 2.17 |
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