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) | ₹704 Cr | ₹2701 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 | 1.89% | 1.8% |
6 Month | 12.59% | 14.86% |
1 Year | -2.57% | 8.28% |
3 Year | 12.86% | - |
5 Year | 18.31% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
6 Month | 2.2% | 3.78% |
1 Year | 9% | 15.06% |
3 Year | 13.19% | - |
5 Year | 13.26% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
1 Year | 11.9% | 22.09% |
3 Year | 15.39% | - |
5 Year | 17.01% | - |
Risk Management
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 12.48% | - |
Sharp | 0.51% | - |
Beta | 0.97% | - |
Alpha | -0.31% | - |
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 | 5.82 | 15 |
Large Cap | 86.51 | 79.01 |
Mid Cap | 5.99 | - |
Small Cap | 1.68 | 5.99 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Others | 2.59 | 2.29 |
Energy | 6.77 | 8.54 |
Industrials | 8.45 | 8.05 |
Technology | 10.39 | 10.63 |
Consumer Cyclical | 8.12 | 12.61 |
Healthcare | 4.74 | 1.3 |
Consumer Defensive | 9.32 | 4.6 |
Financial Services | 36.7 | 33.76 |
Basic Materials | 6.13 | 5.57 |
Communication Services | 4.77 | 6.57 |
Utilities | 2.02 | 3.02 |
Real Estate | - | 3.07 |
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