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) | ₹2647 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 | 0.24% | 0.16% |
6 Month | 8.83% | 9.55% |
1 Year | -2.36% | 3.47% |
3 Year | 17.06% | 22.13% |
5 Year | 22.13% | 23.95% |
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 | 1.13% | 2.96% |
1 Year | 9.75% | 13.92% |
3 Year | 13.56% | 19.72% |
5 Year | 15.42% | 19.4% |
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 | 22.01% | 17.28% |
3 Year | 21.98% | 15.68% |
5 Year | 23.38% | 14.86% |
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% | 12.96% |
Sharp | 0.71% | 1.04% |
Beta | 0.98% | 0.97% |
Alpha | -2.18% | 4.87% |
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 | 5 | 5.62 |
Large Cap | 40.96 | 56.12 |
Mid Cap | 36.73 | 37.36 |
Small Cap | 17.31 | 0.9 |
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 | 2.39 | 1.42 |
Energy | 2.29 | 5.72 |
Financial Services | 27.67 | 22.86 |
Technology | 11.14 | 9.76 |
Consumer Defensive | 1.82 | 4.84 |
Basic Materials | 7.77 | 9.42 |
Consumer Cyclical | 7.46 | 20.06 |
Industrials | 15.6 | 15.44 |
Healthcare | 15.25 | 4.1 |
Utilities | 1.43 | 3.15 |
Communication Services | 4.95 | 1.56 |
Real Estate | 2.25 | 1.68 |
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