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) | ₹2765 Cr | ₹4866 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 |
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 | -2.59% | -2.5% |
6 Month | 9.47% | 7.7% |
1 Year | -2.26% | 0.26% |
3 Year | 17.77% | 22.45% |
5 Year | 23.5% | 26.38% |
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 | 6.82% | 5.49% |
1 Year | 7.45% | 6.75% |
3 Year | 16.26% | 21.45% |
5 Year | 17.69% | 21.52% |
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 | 24.12% | 9.68% |
3 Year | 22.64% | 9.67% |
5 Year | 21.82% | 11.04% |
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 | 1.11% | 1.42% |
Beta | 0.93% | 0.93% |
Alpha | -1.11% | 2.94% |
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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 | 7.04 | 5.72 |
Large Cap | 33.95 | 44.99 |
Mid Cap | 44.23 | 36.27 |
Small Cap | 14.79 | 13.02 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.88 | 4.05 |
Energy | 2.76 | 6.45 |
Financial Services | 32 | 30.08 |
Technology | 9.74 | 9.23 |
Consumer Cyclical | 5.37 | 9.39 |
Healthcare | 13.75 | 7.53 |
Industrials | 12.93 | 7.34 |
Consumer Defensive | 1.94 | 5.35 |
Utilities | 3.08 | 2.09 |
Communication Services | 6.07 | 6.59 |
Basic Materials | 7.99 | 9.41 |
Real Estate | 2.49 | 2.49 |
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