PGIM India Large Cap Fund vs Mahindra Manulife Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
PGIM India Large Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | PGIM India Large Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹705 Cr | ₹593 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Mar 2019 | 30 Jan 2003 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 101% | 34% |
| Expense Ratio | 2.35 | 2.38 |
| Manager | Abhinav Khandelwal | Bhupesh Kalyani |
| ISIN Code | INF174V01697 | INF663L01GW4 |
| Exits Load | Mahindra Manulife Large 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 Cap Fund - 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 Cap Fund - Regular Plan - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 1 Month | 1.59% | 0.65% |
| 6 Month | 3.18% | 4.16% |
| 1 Year | 4.13% | 5.74% |
| 3 Year | 13.05% | 11.43% |
| 5 Year | 17.01% | 13.98% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 1.32% | 1.42% |
| 1 Year | 9.33% | 10.39% |
| 3 Year | 12.03% | 10.3% |
| 5 Year | 12.33% | 10.51% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 11.54% | 14.43% |
| 3 Year | 15.3% | 12.17% |
| 5 Year | 17.9% | 12.64% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.32% | 11.77% |
| Sharp | 0.57% | 0.47% |
| Beta | 0.98% | 0.94% |
| Alpha | -1.22% | -2.30% |
Fund Managers
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Bhupesh Kalyani |
| Total AUM | ₹5522 Cr | ₹2742 Cr |
| Funds Managed | 5 | 13 |
| Mahindra Manulife Large Cap Fund - Regular Plan - Growth | PGIM India Large Cap Fund - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
PGIM India Large Cap Fund - Growth |
|---|---|---|
| Others | 4.86 | 6.71 |
| Large Cap | 87.74 | 81.25 |
| Mid Cap | 5.13 | 12.04 |
| Small Cap | 2.26 | - |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
PGIM India Large Cap Fund - Growth |
|---|---|---|
| Others | 1.74 | 3.68 |
| Energy | 7.06 | 7.93 |
| Industrials | 8.09 | 10.7 |
| Technology | 10.25 | 8.84 |
| Consumer Cyclical | 10.86 | 16.13 |
| Healthcare | 3.74 | 5.3 |
| Consumer Defensive | 7.27 | 6.11 |
| Financial Services | 37.09 | 30.3 |
| Basic Materials | 6.53 | 3.48 |
| Real Estate | 0.65 | 1.19 |
| Communication Services | 4.77 | 4.52 |
| Utilities | 1.95 | 1.82 |
Top Comparisons
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.7%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns13.76%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns17.15%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns15.68%
Kotak Medium Term Fund - Growth
3Y Returns8.16%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.92%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.84%
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns7.32%