Nippon India Vision Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹2613 Cr | ₹6177 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2019 | 08 Oct 1995 |
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% | 74% |
Expense Ratio | 1.94 | 1.96 |
Manager | Abhinav Khandelwal | Amar Kalkundrikar |
ISIN Code | INF174V01911 | INF204K01406 |
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 | Nippon India Vision Fund - 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 | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | 2.82% | 3.96% |
6 Month | 16.4% | 16.55% |
1 Year | -4.92% | 0.59% |
3 Year | 14.9% | 20.04% |
5 Year | 22.3% | 24% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 2.97% | 4.6% |
1 Year | 8.96% | 13.44% |
3 Year | 14.28% | 20.41% |
5 Year | 15.88% | 19.73% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 22.85% | 17.48% |
3 Year | 22.3% | 15.6% |
5 Year | 24.65% | 14.8% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 13.32% | 13.14% |
Sharp | 0.65% | 0.93% |
Beta | 0.97% | 0.96% |
Alpha | -1.73% | 5.22% |
Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Amar Kalkundrikar |
Total AUM | ₹5522 Cr | ₹19671 Cr |
Funds Managed | 5 | 4 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 6.15 | 5.3 |
Large Cap | 37.76 | 55.03 |
Mid Cap | 37.73 | 39.64 |
Small Cap | 18.36 | 0.02 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 3.47 | 1.03 |
Energy | 2.95 | 6.88 |
Financial Services | 29.58 | 23.28 |
Technology | 9.33 | 10.16 |
Consumer Defensive | 1.93 | 5.38 |
Basic Materials | 7.29 | 8.79 |
Consumer Cyclical | 5.06 | 14.28 |
Healthcare | 15.98 | 7.16 |
Industrials | 15.28 | 13.63 |
Utilities | 1.47 | 4.13 |
Communication Services | 5.23 | 3.41 |
Real Estate | 2.42 | 1.87 |
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