PGIM India Large and Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2688 Cr | ₹731 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2019 | 12 Feb 2024 |
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% | % |
Expense Ratio | 1.94 | 2.33 |
Manager | Abhinav Khandelwal | Vinay Paharia |
ISIN Code | INF174V01911 | INF663L01X88 |
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 | PGIM India Large and Midcap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Month | -4.24% | -1.36% |
6 Month | 12.96% | 16.09% |
1 Year | -7.84% | 1.73% |
3 Year | 15.32% | - |
5 Year | 20.67% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
6 Month | 2.05% | 4.78% |
1 Year | 3.97% | 13.17% |
3 Year | 14.3% | - |
5 Year | 16.38% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Year | 22.85% | 8.65% |
3 Year | 22.3% | - |
5 Year | 24.65% | - |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 13.32% | - |
Sharp | 0.85% | - |
Beta | 0.96% | - |
Alpha | -1.35% | - |
Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Name | Abhinav Khandelwal | Vinay Paharia |
Total AUM | ₹5522 Cr | ₹0 Cr |
Funds Managed | 5 | 10 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 6.15 | 7.12 |
Large Cap | 37.76 | 48.29 |
Mid Cap | 37.73 | 41.48 |
Small Cap | 18.36 | 3.11 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 3.47 | 4.15 |
Energy | 2.95 | 5.26 |
Financial Services | 29.58 | 26.51 |
Technology | 9.33 | 6.66 |
Consumer Defensive | 1.93 | 3.86 |
Basic Materials | 7.29 | 7.36 |
Consumer Cyclical | 5.06 | 13.88 |
Healthcare | 15.98 | 10.17 |
Industrials | 15.28 | 13.42 |
Utilities | 1.47 | 0.92 |
Communication Services | 5.23 | 5.99 |
Real Estate | 2.42 | 1.81 |
Top Comparisons
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns7.48%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.32%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.47%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.25%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns20.32%
ICICI Prudential Quant Fund Growth
3Y Returns16.91%
SBI Magnum Gilt Fund - Growth - PF (Regular) Option
3Y Returns7.23%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns6%