Aditya Birla Sun Life Equity Advantage Fund vs Mahindra Manulife Large & Mid Cap Fund compare

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

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tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Fund Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2514 Cr ₹5872 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Dec 2019 24 Feb 1995
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI BSE 250 Large MidCap Index
Turn Over 119% 62%
Expense Ratio 1.95 1.9
Manager Abhinav Khandelwal Atul Penkar
ISIN Code INF174V01911 INF209K01165
Exits Load Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month 2.3% 3.13%
6 Month -1.69% 0.56%
1 Year 15.97% 16.05%
3 Year 16.49% 9.42%
5 Year - 15.88%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month - -
1 Year 5.97% 10.67%
3 Year 20.76% 17.54%
5 Year - 17.45%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year 30.23% 15.76%
3 Year 24.26% 14.97%
5 Year - 15.17%

Risk Management

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation 13.32% 13.91%
Sharp 0.77% 0.28%
Beta 0.93% 1.01%
Alpha -0.74% -8.04%

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Fund Managers

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Name Abhinav Khandelwal Atul Penkar
Total AUM ₹5522 Cr ₹21393 Cr
Fund Manage 5 3
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Market Cap

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Others 6.51 1.16
Large Cap 42.96 45.34
Mid Cap 35.08 36.85
Small Cap 15.45 16.62

Sector Allocation

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Others 6.51 1.16
Telecom - Services 1.43 1.69
Petroleum Products 5.35 4.57
Finance 4.97 6.05
IT - Services 0.94 -
Cement & Cement Products 1.41 2.03
Transport Services 3.25 2.69
Diversified FMCG 4.64 -
Banks 12.14 14.29
Electrical Equipment 1.55 1.04
Agricultural, Commercial & Construction Vehicles 0.67 1.15
Leisure Services 1.62 3.8
Automobiles 2.28 1.18
Capital Markets 6.57 -
Agricultural Food & other Products 1.01 -
Gas 0.97 3.01
Pharmaceuticals & Biotechnology 7.53 3.62
Consumer Durables 0.98 3.99
Insurance 2.84 2.6
IT - Software 8.61 5.07
Personal Products 1.32 -
Oil 0.98 1.36
Auto Components 6.75 10.03
Fertilizers & Agrochemicals 3.2 -
Other Utilities 0.87 -
Industrial Products 1.35 2.33
Power 3.59 1.18
Industrial Manufacturing 2.12 0.6
Paper, Forest & Jute Products 0.94 -
Retailing 2.42 5.36
Beverages 1.19 1.05
Construction - 5.65
Non - Ferrous Metals - 1.08
Chemicals & Petrochemicals - 1.09
Healthcare Services - 2.38
Aerospace & Defense - 2.41
Textiles & Apparels - 3
Realty - 2.07
Ferrous Metals - 1.45
Transport Infrastructure - 0.99

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