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) | ₹2784 Cr | ₹6690 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 | -2.35% | -0.46% |
| 6 Month | -0.82% | 2.06% |
| 1 Year | -2.56% | 0.73% |
| 3 Year | 14.57% | 19.49% |
| 5 Year | 18.7% | 20.17% |
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 | 1.49% | 2.33% |
| 1 Year | 11.97% | 13.85% |
| 3 Year | 12.49% | 17.8% |
| 5 Year | 14.33% | 18.14% |
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 | 20.65% | 19.31% |
| 3 Year | 21.44% | 16.9% |
| 5 Year | 22.21% | 13.93% |
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% | 12.43% |
| Sharp | 0.72% | 1.09% |
| Beta | 0.98% | 0.93% |
| Alpha | -2.06% | 2.62% |
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 | 6.34 | 5.61 |
| Large Cap | 40.09 | 54.55 |
| Mid Cap | 36.11 | 38.82 |
| Small Cap | 17.46 | 1.02 |
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 | 3.92 | 1.68 |
| Energy | 1.77 | 6.12 |
| Financial Services | 30.39 | 25.3 |
| Technology | 9.22 | 8.74 |
| Consumer Defensive | 1.72 | 3.98 |
| Basic Materials | 6.64 | 10.71 |
| Consumer Cyclical | 6.5 | 20.54 |
| Industrials | 13.84 | 15.62 |
| Healthcare | 17.54 | 3.8 |
| Utilities | 1.43 | 2.6 |
| Communication Services | 4.73 | 0.9 |
| Real Estate | 2.31 | 0 |
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