Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI vs Mahindra Manulife Large Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI - Master Share-Growth Option

Invest Now

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) ₹705 Cr ₹12947 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 3.18% 2.59%
6 Month 3.95% 5.21%
1 Year 4.97% 5.72%
3 Year 13.53% 12.22%
5 Year 18.41% 17.09%

SIP Return Analysis

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth UTI - Master Share-Growth Option
6 Month -0.84% 0.33%
1 Year 4.2% 6.14%
3 Year 10.56% 10.44%
5 Year 11.58% 10.9%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth UTI - Master Share-Growth Option
1 Year 11.54% 11.56%
3 Year 15.3% 12.17%
5 Year 17.9% 13.3%

Risk Management

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth UTI - Master Share-Growth Option
Standard Deviation 12.32% 11.39%
Sharp 0.57% 0.50%
Beta 0.98% 0.91%
Alpha -1.22% -1.86%

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 4.86 7.16
Large Cap 87.74 84.55
Mid Cap 5.13 7.52
Small Cap 2.26 0.77

Sector Allocation

Scheme Name

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

UTI - Master Share-Growth Option

Others 1.74 2.68
Energy 7.06 5.64
Industrials 8.09 9.71
Technology 10.25 11.14
Consumer Cyclical 10.86 11.59
Healthcare 3.74 4.31
Consumer Defensive 7.27 10.19
Financial Services 37.09 34.16
Basic Materials 6.53 4.84
Real Estate 0.65 -
Communication Services 4.77 4.36
Utilities 1.95 1.38

Top Comparisons

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns7.8%

VS

Invesco India Corporate Bond Fund - Growth Invesco India Corporate Bond Fund - Growth

3Y Returns7.67%

Compare Now

SBI Focused Fund - Regular Plan -Growth SBI Focused Fund - Regular Plan -Growth

3Y Returns16.25%

VS

Nippon India Focused Fund - Growth Plan -Growth Option Nippon India Focused Fund - Growth Plan -Growth Option

3Y Returns14.11%

Compare Now

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns9.81%

VS

DSP Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns9.89%

Compare Now

Bajaj Finserv Arbitrage Fund Regular - Growth Bajaj Finserv Arbitrage Fund Regular - Growth

3Y Returns0%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns7.04%

Compare Now
Add to Cart Successfully