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) | ₹2647 Cr | ₹763 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 | 4.12% | 2.26% |
| 6 Month | 8.6% | 7.19% |
| 1 Year | 2.36% | 7.74% |
| 3 Year | 16.07% | - |
| 5 Year | 22.4% | - |
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 | -1.06% | -0.16% |
| 1 Year | 4.63% | 8.14% |
| 3 Year | 10.98% | - |
| 5 Year | 13.79% | - |
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 | 22.01% | 7.49% |
| 3 Year | 21.98% | - |
| 5 Year | 23.38% | - |
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 | 0.71% | - |
| Beta | 0.98% | - |
| Alpha | -2.18% | - |
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 | 5 | 8.86 |
| Large Cap | 40.96 | 48.54 |
| Mid Cap | 36.73 | 39.44 |
| Small Cap | 17.31 | 3.17 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 2.39 | 4.74 |
| Energy | 2.29 | 4.94 |
| Financial Services | 27.67 | 26.15 |
| Technology | 11.14 | 6.89 |
| Consumer Defensive | 1.82 | 3.71 |
| Basic Materials | 7.77 | 6.8 |
| Consumer Cyclical | 7.46 | 14.57 |
| Industrials | 15.6 | 14.54 |
| Healthcare | 15.25 | 9.11 |
| Utilities | 1.43 | 0.9 |
| Communication Services | 4.95 | 5.99 |
| Real Estate | 2.25 | 1.66 |
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