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

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

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

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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) ₹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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