Tata Large & Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2420 Cr | ₹7943 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2019 | 31 Mar 2003 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 119% | 10.69% |
Expense Ratio | 1.96 | 1.77 |
Manager | Abhinav Khandelwal | Chandraprakash Padiyar |
ISIN Code | INF174V01911 | INF277K01428 |
Exits Load | Mahindra Manulife Large & Mid 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 & Mid 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 & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 5.29% | 3.38% |
6 Month | 1.36% | 1.03% |
1 Year | 2.26% | 6.92% |
3 Year | 18.78% | 20.27% |
5 Year | 27.19% | 25.23% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 5.36% | 5.29% |
1 Year | 0.59% | 2.61% |
3 Year | 16.19% | 15.23% |
5 Year | 18.09% | 16.92% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 27.08% | 16.65% |
3 Year | 23.63% | 15.07% |
5 Year | 20.22% | 14.35% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.32% | 11.3% |
Sharp | 0.58% | 0.75% |
Beta | 0.94% | 0.85% |
Alpha | -2.6% | -0.02% |
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Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Chandraprakash Padiyar |
Total AUM | ₹5522 Cr | ₹15627 Cr |
Funds Managed | 5 | 3 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 3.49 | 6.01 |
Large Cap | 47.7 | 44.09 |
Mid Cap | 35.45 | 35.56 |
Small Cap | 13.36 | 14.34 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 3.49 | 6.01 |
Telecom - Services | 5 | 5.62 |
Petroleum Products | 3.52 | 4.43 |
Finance | 10.8 | 6.67 |
Retailing | 3.49 | 1.1 |
Healthcare Services | 0.85 | 3.1 |
Diversified FMCG | 1.61 | 1.49 |
Textiles & Apparels | 0.84 | - |
Banks | 14.41 | 23.92 |
Leisure Services | 1.52 | 1.02 |
Pharmaceuticals & Biotechnology | 9.79 | 4.11 |
Automobiles | 3.02 | 1.76 |
Electrical Equipment | 1.53 | 0.82 |
Capital Markets | 4.71 | 2.62 |
Agricultural Food & other Products | 1.34 | 0.66 |
Power | 1.78 | 1.25 |
Non - Ferrous Metals | 1.28 | - |
Insurance | 2.77 | - |
Gas | 1.59 | 0.7 |
IT - Software | 7.85 | 2.87 |
Personal Products | 1.07 | - |
Oil | 0.42 | - |
Auto Components | 3.47 | 3.14 |
Fertilizers & Agrochemicals | 2.54 | 4.41 |
Cement & Cement Products | 2.53 | 3.61 |
Other Utilities | 0.62 | - |
Industrial Products | 2.8 | 3.82 |
Transport Services | 2.93 | - |
Industrial Manufacturing | 2.43 | - |
Construction | - | 1.57 |
Consumer Durables | - | 0.81 |
Beverages | - | 4.55 |
Diversified | - | 1.97 |
Chemicals & Petrochemicals | - | 2.72 |
Realty | - | 1.98 |
Commercial Services & Supplies | - | 3.27 |
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