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) | ₹2629 Cr | ₹10840 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 | 4.52% | 2.37% |
6 Month | 2.21% | -2.83% |
1 Year | 2.07% | 15.28% |
3 Year | 22.02% | 33.93% |
5 Year | 25.1% | 29.94% |
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 | 11.67% | 16.33% |
1 Year | 11.53% | 19.8% |
3 Year | 18.54% | 30.51% |
5 Year | 19.17% | 27.3% |
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 | 24.12% | 28.46% |
3 Year | 22.64% | 25.72% |
5 Year | 21.82% | 26.25% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 13.32% | 19.22% |
Sharp | 0.82% | 1.18% |
Beta | 0.94% | 1.08% |
Alpha | -1.92% | 10.94% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.93 | 4.01 |
Large Cap | 37.77 | 35.01 |
Mid Cap | 41.39 | 37.51 |
Small Cap | 14.91 | 23.47 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 2.43 | 1.37 |
Energy | 2.83 | - |
Financial Services | 32.98 | 15.2 |
Consumer Cyclical | 7.22 | 21.71 |
Healthcare | 10.62 | 2.63 |
Industrials | 15.66 | 39.42 |
Consumer Defensive | 2.15 | - |
Utilities | 3.05 | - |
Communication Services | 6.06 | 3.26 |
Basic Materials | 8.5 | 2.54 |
Technology | 8.5 | 8.96 |
Real Estate | - | 4.91 |
Top Comparisons
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns22.94%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns29.13%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns21.81%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.1%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns0%
Kotak Money Market Fund - (Growth)
3Y Returns7.45%
Kotak Money Market Fund - (Growth)
3Y Returns7.45%