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) | ₹2796 Cr | ₹815 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 | 0.33% | -0.08% |
| 6 Month | 0.71% | 1.29% |
| 1 Year | 2.99% | 4.92% |
| 3 Year | 18.01% | - |
| 5 Year | 18.72% | - |
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 | -0.57% | -1.75% |
| 1 Year | 7.25% | 6.39% |
| 3 Year | 11.62% | - |
| 5 Year | 14.05% | - |
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 | 20.41% | 7.49% |
| 3 Year | 21.17% | - |
| 5 Year | 22.16% | - |
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 | 0.72% | - |
| Beta | 0.98% | - |
| Alpha | -2.06% | - |
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 | 4.51 | 12.18 |
| Large Cap | 44.14 | 45.77 |
| Mid Cap | 36.75 | 38.91 |
| Small Cap | 14.6 | 3.14 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 2.92 | 3.23 |
| Energy | 3.29 | 5.32 |
| Financial Services | 28.06 | 26.62 |
| Technology | 11.01 | 7.62 |
| Consumer Defensive | 1.81 | 4.59 |
| Basic Materials | 6.4 | 7.53 |
| Consumer Cyclical | 6.17 | 12.93 |
| Healthcare | 17.69 | 10.37 |
| Industrials | 13.67 | 13.22 |
| Utilities | 1.75 | 0.81 |
| Communication Services | 5.03 | 6.05 |
| Real Estate | 2.2 | 1.73 |
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