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 | ₹6395 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 | 2.08% | 0.31% |
| 6 Month | 8.1% | 6.85% |
| 1 Year | 1.8% | 4.78% |
| 3 Year | 15.77% | 20.26% |
| 5 Year | 21.46% | 22.59% |
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 | 2.26% | 2.02% |
| 1 Year | 13.16% | 12.61% |
| 3 Year | 13.55% | 18.24% |
| 5 Year | 15.06% | 18.34% |
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% | 12.94% |
| Sharp | 0.71% | 1.03% |
| Beta | 0.98% | 0.93% |
| Alpha | -2.18% | 2.21% |
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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