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UTI vs Mahindra Manulife Large Cap Fund compare

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

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tortoise-icon UTI - Master Share-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 Cap Fund - Regular Plan - Growth UTI - Master Share-Growth Option
Fund Mahindra Manulife Large Cap Fund - Regular Plan - Growth UTI - Master Share-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹587 Cr ₹12482 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 Mar 2019 30 Jul 2005
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI BSE 100
Turn Over 101% 17%
Expense Ratio 2.35 1.76
Manager Abhinav Khandelwal Karthikraj Lakshmanan
ISIN Code INF174V01697 INF789F01976
Exits Load Mahindra Manulife Large 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 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 Cap Fund - Regular Plan - Growth UTI - Master Share-Growth Option
1 Month 1.72% 2.48%
6 Month 5.69% 4.92%
1 Year 9.1% 9.71%
3 Year 16.24% 15.06%
5 Year 22.39% 21.56%

SIP Return Analysis

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth UTI - Master Share-Growth Option
6 Month 7% 5.92%
1 Year 7.86% 6.5%
3 Year 16.4% 14.56%
5 Year 15.88% 14.28%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth UTI - Master Share-Growth Option
1 Year 15.21% 12.06%
3 Year 15.48% 12.16%
5 Year 15.92% 13.02%

Risk Management

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth UTI - Master Share-Growth Option
Standard Deviation 12.761% 11.82%
Sharp 0.415% 0.49%
Beta 0.944% 0.89%
Alpha -1.519% -0.82%

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Fund Managers

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth UTI - Master Share-Growth Option
Name Abhinav Khandelwal Karthikraj Lakshmanan
Total AUM ₹5522 Cr ₹14959 Cr
Funds Managed 5 2
Mahindra Manulife Large Cap Fund - Regular Plan - Growth UTI - Master Share-Growth Option

Market Cap

Scheme Name

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

UTI - Master Share-Growth Option

Others 5.1 4.43
Large Cap 83.74 87.31
Mid Cap 7.26 7.63
Small Cap 3.91 0.63

Sector Allocation

Scheme Name

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

UTI - Master Share-Growth Option

Others 3.18 4.43
Energy 7.8 -
Technology 9.98 -
Consumer Defensive 7.01 -
Industrials 11.63 -
Healthcare 5.53 -
Financial Services 34.18 -
Basic Materials 5.43 -
Consumer Cyclical 9.13 -
Communication Services 4.02 -
Utilities 2.11 -
Petroleum Products - 5.1
Industrial Products - 2.08
IT - Software - 10.84
Construction - 3.06
Ferrous Metals - 1.39
Banks - 26.89
Pharmaceuticals & Biotechnology - 4.04
Automobiles - 5.72
Auto Components - 1.5
Personal Products - 1.84
Healthcare Services - 0.63
Finance - 3.21
Diversified FMCG - 2.76
Fertilizers & Agrochemicals - 0.44
Consumer Durables - 1.55
Agricultural Food & other Products - 1.29
Retailing - 5.49
Beverages - 0.98
Diversified Metals - 1.11
Oil - 1.13
Aerospace & Defense - 0.98
Telecom - Services - 4.51
Cement & Cement Products - 0.9
Consumable Fuels - 0.81
Transport Services - 1.17
Power - 2.02
Insurance - 3.47
Leisure Services - 0.66

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