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) | ₹704 Cr | ₹2615 Cr | ₹2615 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 | 2.51% | 3.99% | 3.99% |
6 Month | 12.16% | 12.22% | 12.22% |
1 Year | -2.7% | -2.19% | -2.19% |
3 Year | 12.96% | 14.12% | 14.12% |
5 Year | 18.44% | 19.27% | 19.27% |
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 | 2.2% | 3.42% | 3.42% |
1 Year | 9% | 9.65% | 9.65% |
3 Year | 13.19% | 13.5% | 13.5% |
5 Year | 13.26% | 14.1% | 14.1% |
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 | 11.9% | 12.86% | 12.86% |
3 Year | 15.39% | 13.29% | 13.29% |
5 Year | 17.01% | 13.81% | 13.81% |
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 | 12.48% | 12.66% | 12.66% |
Sharp | 0.51% | 0.62% | 0.62% |
Beta | 0.97% | 0.97% | 0.97% |
Alpha | -0.31% | 0.7% | 0.7% |
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 | 5.82 | 6.54 | 6.54 |
Large Cap | 86.51 | 81.7 | 81.7 |
Mid Cap | 5.99 | 5.44 | 5.44 |
Small Cap | 1.68 | 6.32 | 6.32 |
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 | 2.59 | 3.52 | 3.52 |
Energy | 6.77 | 5.55 | 5.55 |
Industrials | 8.45 | 9.22 | 9.22 |
Technology | 10.39 | 8.92 | 8.92 |
Consumer Cyclical | 8.12 | 14.76 | 14.76 |
Healthcare | 4.74 | 3.45 | 3.45 |
Consumer Defensive | 9.32 | 5.13 | 5.13 |
Financial Services | 36.7 | 34.93 | 34.93 |
Basic Materials | 6.13 | 7.6 | 7.6 |
Communication Services | 4.77 | 2.36 | 2.36 |
Utilities | 2.02 | 4.54 | 4.54 |
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