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) | ₹2613 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 | 3.26% | 2.82% |
6 Month | 17.05% | 18.01% |
1 Year | -4.51% | 2.82% |
3 Year | 15.98% | - |
5 Year | 21.9% | - |
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 | 2.97% | 4.3% |
1 Year | 8.96% | 14.64% |
3 Year | 14.28% | - |
5 Year | 15.88% | - |
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 | 0.65% | - |
Beta | 0.97% | - |
Alpha | -1.73% | - |
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 | 5.22 | 8.39 |
Large Cap | 39.09 | 48.12 |
Mid Cap | 38.01 | 40.19 |
Small Cap | 17.68 | 3.3 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 2.01 | 4.73 |
Energy | 2.98 | 5.06 |
Financial Services | 27.33 | 25.02 |
Technology | 9.57 | 6.68 |
Consumer Defensive | 1.95 | 3.68 |
Basic Materials | 7.12 | 7.35 |
Consumer Cyclical | 7.14 | 14.22 |
Healthcare | 15.84 | 9.74 |
Industrials | 17.21 | 14.53 |
Utilities | 1.42 | 0.89 |
Communication Services | 5.06 | 6.36 |
Real Estate | 2.36 | 1.74 |
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