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) | ₹756 Cr | ₹3066 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 | -2.63% | -4.24% |
| 6 Month | -0.11% | -3.29% |
| 1 Year | 9.1% | 7.8% |
| 3 Year | 13.38% | - |
| 5 Year | 12.77% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.5% | -1.02% |
| 1 Year | 9.09% | 6.12% |
| 3 Year | 11.47% | - |
| 5 Year | 12.03% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.15% | 15.08% |
| 3 Year | 15.05% | - |
| 5 Year | 17.45% | - |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 11.79% | - |
| Sharp | 0.72% | - |
| Beta | 0.97% | - |
| Alpha | -0.05% | - |
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 | 7.73 | 14.09 |
| Large Cap | 83.94 | 76.61 |
| Mid Cap | 6.8 | - |
| Small Cap | 1.53 | 9.3 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Others | 1.83 | 1.22 |
| Energy | 8.32 | 8.35 |
| Industrials | 8.46 | 7.16 |
| Technology | 11.38 | 11.31 |
| Consumer Cyclical | 11.38 | 13.16 |
| Consumer Defensive | 5.89 | 2.59 |
| Financial Services | 36.86 | 35.43 |
| Healthcare | 3.56 | 4.1 |
| Basic Materials | 4.62 | 4.58 |
| Communication Services | 5.41 | 6.6 |
| Real Estate | 0.88 | 2.8 |
| Utilities | 1.41 | 2.7 |
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