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Tata Large Cap Fund vs Mahindra Manulife Large Cap Fund compare

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tortoise-icon Mahindra Manulife Large Cap Fund - Regular Plan - Growth

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹587 Cr ₹2408 Cr ₹2408 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 3.88% 2.34% 2.34%
6 Month 0.55% -1.87% -1.87%
1 Year 7.74% 5.66% 5.66%
3 Year 13.78% 14.4% 14.4%
5 Year 20.34% 21.37% 21.37%

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 3.6% 2% 2%
1 Year 0.78% -2.63% -2.63%
3 Year 14.88% 14.41% 14.41%
5 Year 15.36% 15.76% 15.76%

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 15.21% 13.34% 13.34%
3 Year 15.48% 13.25% 13.25%
5 Year 15.92% 13.65% 13.65%

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 12.761% 12.66% 12.66%
Sharp 0.415% 0.42% 0.42%
Beta 0.944% 0.97% 0.97%
Alpha -1.519% 0.59% 0.59%

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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 5.1 4.68 4.68
Large Cap 83.74 82.56 82.56
Mid Cap 7.26 8.38 8.38
Small Cap 3.91 4.37 4.37

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 3.18 4.68 4.68
Energy 7.8 5.29 5.29
Technology 9.98 9.18 9.18
Consumer Defensive 7.01 5.85 5.85
Industrials 11.63 10.92 10.92
Healthcare 5.53 6.82 6.82
Financial Services 34.18 34.65 34.65
Basic Materials 5.43 5.38 5.38
Consumer Cyclical 9.13 7.58 7.58
Communication Services 4.02 2.93 2.93
Utilities 2.11 5.89 5.89
Real Estate - 0.84 0.84

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