UTI Large & Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2420 Cr | ₹4047 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 | 1.96 | 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 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.03% | 6.09% |
6 Month | 1.57% | 2.48% |
1 Year | 2.74% | 14.65% |
3 Year | 18.52% | 25.25% |
5 Year | 26.43% | 30.49% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | -0.03% |
1 Year | -9.06% | -5.06% |
3 Year | 12.5% | 19.19% |
5 Year | 16.01% | 20.53% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 27.08% | 9.5% |
3 Year | 23.63% | 9.15% |
5 Year | 20.22% | 10.86% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.32% | 12.33% |
Sharp | 0.58% | 1% |
Beta | 0.94% | 0.92% |
Alpha | -2.6% | 3.43% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.49 | 3.89 |
Large Cap | 47.7 | 45.7 |
Mid Cap | 35.45 | 37.27 |
Small Cap | 13.36 | 12.98 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.49 | 3.89 |
Telecom - Services | 5 | 5.38 |
Petroleum Products | 3.52 | 1.87 |
Finance | 10.8 | 5.53 |
Retailing | 3.49 | 0.28 |
Healthcare Services | 0.85 | - |
Diversified FMCG | 1.61 | 3.13 |
Textiles & Apparels | 0.84 | 1.17 |
Banks | 14.41 | 20.82 |
Leisure Services | 1.52 | 1.88 |
Pharmaceuticals & Biotechnology | 9.79 | 7.06 |
Automobiles | 3.02 | 5.02 |
Electrical Equipment | 1.53 | - |
Capital Markets | 4.71 | 2.77 |
Agricultural Food & other Products | 1.34 | - |
Power | 1.78 | 2.04 |
Non - Ferrous Metals | 1.28 | - |
Insurance | 2.77 | 3.34 |
Gas | 1.59 | 0.09 |
IT - Software | 7.85 | 7.3 |
Personal Products | 1.07 | 2.28 |
Oil | 0.42 | 1.28 |
Auto Components | 3.47 | 2.2 |
Fertilizers & Agrochemicals | 2.54 | 2.61 |
Cement & Cement Products | 2.53 | 1.88 |
Other Utilities | 0.62 | - |
Industrial Products | 2.8 | 0.46 |
Transport Services | 2.93 | 3.36 |
Industrial Manufacturing | 2.43 | - |
Construction | - | 1.77 |
Realty | - | 2.84 |
Diversified Metals | - | 2.8 |
Ferrous Metals | - | 1.09 |
Consumer Durables | - | 1.37 |
Other Consumer Services | - | 0.81 |
Chemicals & Petrochemicals | - | 0.7 |
Minerals & Mining | - | 1.42 |
Entertainment | - | 0.61 |
Paper, Forest & Jute Products | - | 0.79 |
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