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Motilal Oswal Large and Midcap Fund vs Mahindra Manulife Large & Mid Cap 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) | ₹2777 Cr | ₹15055 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 | -0.45% | -3.81% |
| 6 Month | -0.28% | -5.47% |
| 1 Year | 9.17% | 8.16% |
| 3 Year | 17.95% | 24.03% |
| 5 Year | 18.25% | 21.52% |
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 | 1.54% | -2.01% |
| 1 Year | 10.2% | 7.98% |
| 3 Year | 10.75% | 17.27% |
| 5 Year | 13.42% | 19.89% |
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 | 19.81% | 23.39% |
| 3 Year | 20.81% | 26.03% |
| 5 Year | 21.99% | 27.47% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.80% | 18.59% |
| Sharp | 0.71% | 0.94% |
| Beta | 0.98% | 1.16% |
| Alpha | -2.38% | 3.12% |
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 | 6.58 | 21.7 |
| Large Cap | 47.49 | 24.96 |
| Mid Cap | 32.35 | 37.46 |
| Small Cap | 13.58 | 15.88 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 3.85 | 1.17 |
| Energy | 3.61 | - |
| Financial Services | 28 | 29.21 |
| Technology | 11.75 | 10.55 |
| Consumer Cyclical | 7.98 | 21.8 |
| Basic Materials | 7.72 | 2.88 |
| Consumer Defensive | 0.29 | - |
| Healthcare | 15.43 | 3.41 |
| Industrials | 12.26 | 27.89 |
| Utilities | 2.18 | 0 |
| Communication Services | 5.27 | - |
| Real Estate | 1.65 | 3.1 |
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