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Motilal Oswal Large and Midcap Fund vs Mahindra Manulife Large & Mid Cap Fund compare

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

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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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 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) ₹2420 Cr ₹8447 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 1.96 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 3.85% 7.92%
6 Month -2.39% -5.59%
1 Year 0.25% 15.06%
3 Year 20.31% 33.43%
5 Year 25.37% 30.26%

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 9.3% 13.07%
1 Year 5.98% 13.82%
3 Year 16.59% 28.79%
5 Year 18.06% 26.37%

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% 16.577%
Sharp 0.82% 0.899%
Beta 0.94% 0.963%
Alpha -1.92% 7.354%

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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 4.27 4.04
Large Cap 44.05 35.63
Mid Cap 39.66 39.29
Small Cap 12.02 21.04

Sector Allocation

Scheme Name

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

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 4.27 2.08
Petroleum Products 2.47 -
Finance 11.25 -
Retailing 2.19 -
Healthcare Services 1.1 -
Textiles & Apparels 0.94 -
Banks 17.55 -
Leisure Services 1.77 -
Pharmaceuticals & Biotechnology 9.57 -
Automobiles 2.67 -
Electrical Equipment 2.19 -
Capital Markets 3.96 -
Agricultural Food & other Products 1.28 -
Power 1.76 -
Telecom - Services 6.46 -
Non - Ferrous Metals 1.1 -
Insurance 3.07 -
Gas 1.48 -
IT - Software 8.35 -
Personal Products 1.15 -
Oil 0.46 -
Chemicals & Petrochemicals 0.82 -
Fertilizers & Agrochemicals 2.49 -
Cement & Cement Products 2.55 -
Other Utilities 0.1 -
Industrial Products 2.62 -
Transport Services 2.9 -
Auto Components 1.73 -
Industrial Manufacturing 1.75 -
Consumer Cyclical - 26.27
Healthcare - 1.96
Financial Services - 14.33
Industrials - 29.6
Basic Materials - 3.12
Technology - 10.92
Real Estate - 5.68
Communication Services - 6.04

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