UTI vs Mahindra Manulife Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
UTI - Master Share-Growth Option
Chart Comparison
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) | ₹756 Cr | ₹13399 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 | -0.72% | -1.43% |
| 6 Month | 1.6% | 2.05% |
| 1 Year | 10.57% | 9.33% |
| 3 Year | 14.19% | 13.1% |
| 5 Year | 13.01% | 11.76% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 2.25% | 1.28% |
| 1 Year | 9.54% | 8.16% |
| 3 Year | 11.45% | 10.27% |
| 5 Year | 11.93% | 10.7% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 10.13% | 11.27% |
| 3 Year | 15.07% | 12.25% |
| 5 Year | 17.54% | 13.36% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 11.79% | 11.82% |
| Sharp | 0.72% | 0.68% |
| Beta | 0.97% | 0.88% |
| Alpha | -0.05% | -0.4% |
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 | 7.01 | 7.37 |
| Large Cap | 84.52 | 83.06 |
| Mid Cap | 6.95 | 8.72 |
| Small Cap | 1.52 | 0.85 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 0.55 | 1.42 |
| Energy | 7.64 | 6.95 |
| Industrials | 8.8 | 10.13 |
| Technology | 11.53 | 12.82 |
| Consumer Cyclical | 11.46 | 11.54 |
| Consumer Defensive | 5.54 | 8.89 |
| Financial Services | 37.98 | 33.73 |
| Healthcare | 3.66 | 3.06 |
| Basic Materials | 5.05 | 5.44 |
| Communication Services | 5.4 | 4.97 |
| Real Estate | 0.94 | - |
| Utilities | 1.45 | 1.04 |
Top Comparisons
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns23.89%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns11.73%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.71%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.43%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns17.48%
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns13.15%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.14%
HSBC Banking and PSU Debt Fund - Regular Growth
3Y Returns6.92%