Motilal Oswal Large Cap Fund vs Mahindra Manulife Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Motilal Oswal Large Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹705 Cr | ₹2779 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 18 Mar 2019 | 06 Feb 2024 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 101% | % |
| Expense Ratio | 2.35 | 2.1 |
| Manager | Abhinav Khandelwal | Ajay Khandelwal |
| ISIN Code | INF174V01697 | INF247L01CB9 |
| Exits Load | Mahindra Manulife Large 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 Cap 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 Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | 1.51% | 2.21% |
| 6 Month | 3.24% | 7.07% |
| 1 Year | 3.2% | 10.26% |
| 3 Year | 13.29% | - |
| 5 Year | 17.01% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.44% | 3.66% |
| 1 Year | 10.74% | 15.3% |
| 3 Year | 12.74% | - |
| 5 Year | 12.83% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.54% | 19.43% |
| 3 Year | 15.3% | - |
| 5 Year | 17.9% | - |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 12.32% | - |
| Sharp | 0.57% | - |
| Beta | 0.98% | - |
| Alpha | -1.22% | - |
Fund Managers
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Name | Abhinav Khandelwal | Ajay Khandelwal |
| Total AUM | ₹5522 Cr | ₹0 Cr |
| Funds Managed | 5 | 4 |
| Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Others | 4.86 | 15.18 |
| Large Cap | 87.74 | 77.89 |
| Mid Cap | 5.13 | - |
| Small Cap | 2.26 | 6.93 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Others | 1.74 | 3.96 |
| Energy | 7.06 | 7.92 |
| Industrials | 8.09 | 7.66 |
| Technology | 10.25 | 10.82 |
| Consumer Cyclical | 10.86 | 12 |
| Healthcare | 3.74 | 1.26 |
| Consumer Defensive | 7.27 | 4.22 |
| Financial Services | 37.09 | 33.9 |
| Basic Materials | 6.53 | 5.62 |
| Real Estate | 0.65 | 2.98 |
| Communication Services | 4.77 | 6.38 |
| Utilities | 1.95 | 3.28 |
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