UTI Large & Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare

Link copied to clipboard!

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

Invest Now

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2796 Cr	₹5498 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	31 Dec 2019	30 Jul 2005
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%	32%
Expense Ratio	1.94	1.9
Manager	Abhinav Khandelwal	V Srivatsa
ISIN Code	INF174V01911	INF789F01869
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	UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	-1.93%	0.37%
6 Month	0.92%	4.77%
1 Year	-0.99%	2.8%
3 Year	15.4%	21.07%
5 Year	18.95%	22.24%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	0.15%	3.37%
1 Year	10.4%	16.87%
3 Year	11.92%	18.56%
5 Year	13.94%	18.98%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	20.65%	9.03%
3 Year	21.44%	10.42%
5 Year	22.21%	11.44%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.93%	13.33%
Sharp	0.66%	1.03%
Beta	0.98%	0.95%
Alpha	-2.17%	2.74%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Abhinav Khandelwal	V Srivatsa
Total AUM	₹5522 Cr	₹7921 Cr
Funds Managed	5	3
	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	6.34	5.47
Large Cap	40.09	48.19
Mid Cap	36.11	33.7
Small Cap	17.46	12.64

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	3.92	3.52
Energy	1.77	8.18
Financial Services	30.39	28.65
Technology	9.22	10.31
Consumer Defensive	1.72	5.78
Basic Materials	6.64	7.56
Consumer Cyclical	6.5	10.88
Industrials	13.84	8.28
Healthcare	17.54	7.5
Utilities	1.43	1.93
Communication Services	4.73	4.75
Real Estate	2.31	2.67