- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 3.2% | 3.61% |
| 6 Month | -5.97% | -4.21% |
| 1 Year | -1.74% | 10.61% |
| 3 Year | 14.38% | 21.2% |
| 5 Year | 24.43% | 28.33% |
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 | 1.25% | 1.09% |
| 1 Year | -6.97% | -2.25% |
| 3 Year | 14.7% | 21.37% |
| 5 Year | 17.59% | 22.07% |
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 | 0.4% | 0.81% |
| Beta | 0.95% | 0.92% |
| Alpha | -2.87% | 3.15% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.82 | 5.62 |
| Large Cap | 45.11 | 44.64 |
| Mid Cap | 35.71 | 37.19 |
| Small Cap | 13.36 | 12.55 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.81 | 3.44 |
| Communication Services | 5.06 | 6.29 |
| Energy | 3.96 | 2.44 |
| Financial Services | 31.63 | 33.25 |
| Industrials | 6.95 | 6.02 |
| Consumer Cyclical | 15.09 | 11.34 |
| Consumer Defensive | 4.11 | 6.43 |
| Technology | 8.07 | 8.04 |
| Healthcare | 8.38 | 6.82 |
| Basic Materials | 7.55 | 11.45 |
| Utilities | 3.39 | 2.07 |
| Real Estate | - | 2.42 |
Top Comparisons
SBI Focused Equity Fund - Regular Plan -Growth
3Y Returns13.8%
HSBC Focused Fund - Regular Growth
3Y Returns14.04%
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
3Y Returns12.92%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns13.52%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.2%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.58%
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.81%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.24%
