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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) | ₹2647 Cr | ₹13778 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 | 0.24% | 0.54% |
| 6 Month | 8.83% | 20.36% |
| 1 Year | -2.36% | 2.85% |
| 3 Year | 17.06% | 29.22% |
| 5 Year | 22.13% | 28.99% |
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 | 1.14% | 5.62% |
| 1 Year | 10.14% | 22.39% |
| 3 Year | 13.46% | 26.19% |
| 5 Year | 15.25% | 24.64% |
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 | 22.01% | 26.13% |
| 3 Year | 21.98% | 26.08% |
| 5 Year | 23.38% | 27.91% |
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% | 18.33% |
| Sharp | 0.71% | 1.08% |
| Beta | 0.98% | 1.12% |
| Alpha | -2.18% | 10.04% |
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 | 10.93 |
| Large Cap | 40.96 | 27.98 |
| Mid Cap | 36.73 | 39.3 |
| Small Cap | 17.31 | 21.79 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 2.39 | 1.03 |
| Energy | 2.29 | - |
| Financial Services | 27.67 | 19.51 |
| Technology | 11.14 | 14.28 |
| Consumer Defensive | 1.82 | - |
| Basic Materials | 7.77 | 2.45 |
| Consumer Cyclical | 7.46 | 22.91 |
| Industrials | 15.6 | 30.82 |
| Healthcare | 15.25 | 2.88 |
| Utilities | 1.43 | 3.41 |
| Communication Services | 4.95 | - |
| Real Estate | 2.25 | 2.71 |
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