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) | ₹704 Cr | ₹12948 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 | 2.51% | 3.08% |
6 Month | 12.16% | 12.61% |
1 Year | -2.7% | -2.57% |
3 Year | 12.96% | 11.74% |
5 Year | 18.44% | 17.32% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | UTI - Master Share-Growth Option |
---|---|---|
6 Month | 2.2% | 3.25% |
1 Year | 9% | 9.71% |
3 Year | 13.19% | 12.47% |
5 Year | 13.26% | 12.27% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | UTI - Master Share-Growth Option |
---|---|---|
1 Year | 11.9% | 11.69% |
3 Year | 15.39% | 12.17% |
5 Year | 17.01% | 13.23% |
Risk Management
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | UTI - Master Share-Growth Option |
---|---|---|
Standard Deviation | 12.48% | 11.82% |
Sharp | 0.51% | 0.52% |
Beta | 0.97% | 0.88% |
Alpha | -0.31% | -0.44% |
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 | 5.82 | 7.81 |
Large Cap | 86.51 | 83.71 |
Mid Cap | 5.99 | 7.71 |
Small Cap | 1.68 | 0.76 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
UTI - Master Share-Growth Option |
---|---|---|
Others | 2.59 | 3.38 |
Energy | 6.77 | 4.98 |
Industrials | 8.45 | 8.76 |
Technology | 10.39 | 10.89 |
Consumer Cyclical | 8.12 | 11.64 |
Healthcare | 4.74 | 4.6 |
Consumer Defensive | 9.32 | 10.43 |
Financial Services | 36.7 | 35.64 |
Basic Materials | 6.13 | 3.32 |
Communication Services | 4.77 | 4.97 |
Utilities | 2.02 | 1.38 |
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