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) | ₹738 Cr | ₹2790 Cr | ₹2790 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 | 1.25% | 0.74% | 0.74% |
| 6 Month | 3.88% | 5.93% | 5.93% |
| 1 Year | 5.07% | 5.91% | 5.91% |
| 3 Year | 12.88% | 13.97% | 13.97% |
| 5 Year | 15.91% | 17.35% | 17.35% |
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 | 3.37% | 4.61% | 4.61% |
| 1 Year | 13.92% | 16.52% | 16.52% |
| 3 Year | 13.4% | 14.18% | 14.18% |
| 5 Year | 13.25% | 14.33% | 14.33% |
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 | 10.57% | 13.46% | 13.46% |
| 3 Year | 15.15% | 14.43% | 14.43% |
| 5 Year | 17.91% | 14.07% | 14.07% |
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 | 12.32% | 12.66% | 12.66% |
| Sharp | 0.57% | 0.75% | 0.75% |
| Beta | 0.98% | 0.97% | 0.97% |
| Alpha | -1.22% | 0.72% | 0.72% |
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 | 8.4 | 9.06 | 9.06 |
| Large Cap | 84.98 | 80.61 | 80.61 |
| Small Cap | 1.51 | 6.11 | 6.11 |
| Mid Cap | 5.11 | 4.23 | 4.23 |
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 | 3.43 | 2.81 | 2.81 |
| Energy | 7.35 | 5.59 | 5.59 |
| Industrials | 7.42 | 9.19 | 9.19 |
| Technology | 10.64 | 10.91 | 10.91 |
| Consumer Cyclical | 10.77 | 15.72 | 15.72 |
| Consumer Defensive | 5.9 | 5.95 | 5.95 |
| Financial Services | 37.15 | 33.58 | 33.58 |
| Healthcare | 3.73 | 1.08 | 1.08 |
| Basic Materials | 5.61 | 8.2 | 8.2 |
| Communication Services | 5.42 | 2.39 | 2.39 |
| Real Estate | 0.99 | - | - |
| Utilities | 1.57 | 4.57 | 4.57 |
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