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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) ₹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

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