Tata Large Cap Fund vs Mahindra Manulife Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹705 Cr | ₹2684 Cr | ₹2684 Cr |
Min Investment | ₹1000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 18 Mar 2019 | 07 May 1998 | 07 May 1998 |
Category | Large Cap | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 101% | 20.36% | 20.36% |
Expense Ratio | 2.35 | 2.04 | 2.04 |
Manager | Abhinav Khandelwal | Kapil Malhotra | Kapil Malhotra |
ISIN Code | INF174V01697 | INF277K01931 | INF277K01931 |
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 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Month | 0.24% | 1.08% | 1.08% |
6 Month | 4.9% | 8.13% | 8.13% |
1 Year | 2.35% | 2.41% | 2.41% |
3 Year | 14.7% | 16.47% | 16.47% |
5 Year | 18.15% | 19.4% | 19.4% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
6 Month | 0.01% | 2.53% | 2.53% |
1 Year | 7.48% | 11.54% | 11.54% |
3 Year | 12.06% | 13.25% | 13.25% |
5 Year | 12.49% | 13.86% | 13.86% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Year | 11.54% | 12.75% | 12.75% |
3 Year | 15.3% | 13.37% | 13.37% |
5 Year | 17.9% | 13.84% | 13.84% |
Risk Management
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 12.34% | 12.66% | 12.66% |
Sharp | 0.57% | 0.77% | 0.77% |
Beta | 0.98% | 0.97% | 0.97% |
Alpha | -1.21% | 0.94% | 0.94% |
Fund Managers
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Name | Abhinav Khandelwal | Kapil Malhotra | Kapil Malhotra |
Total AUM | ₹5522 Cr | ₹18472 Cr | ₹18472 Cr |
Funds Managed | 5 | 7 | 7 |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 4.86 | 7.48 | 7.48 |
Large Cap | 87.74 | 80.67 | 80.67 |
Mid Cap | 5.13 | 5.7 | 5.7 |
Small Cap | 2.26 | 6.15 | 6.15 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 1.74 | 2.34 | 2.34 |
Energy | 7.06 | 5.34 | 5.34 |
Industrials | 8.09 | 9.03 | 9.03 |
Technology | 10.25 | 9.2 | 9.2 |
Consumer Cyclical | 10.86 | 16.21 | 16.21 |
Healthcare | 3.74 | 2.62 | 2.62 |
Consumer Defensive | 7.27 | 5.44 | 5.44 |
Financial Services | 37.09 | 33.59 | 33.59 |
Basic Materials | 6.53 | 9.42 | 9.42 |
Real Estate | 0.65 | - | - |
Communication Services | 4.77 | 2.27 | 2.27 |
Utilities | 1.95 | 4.54 | 4.54 |
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