Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹2420 Cr ₹5483 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 1.96 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 5.68% 7.21%
6 Month -15.05% -14.5%
1 Year -2.5% 3.51%
3 Year 11.84% 7.98%
5 Year 26.96% 22.86%

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 -6.49% -4.96%
1 Year -15% -10.93%
3 Year 12.82% 11.66%
5 Year 17.04% 12.72%

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 27.08% 15.78%
3 Year 23.63% 14.79%
5 Year 20.22% 15.2%

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 0.43% 0.06%
Beta 0.95% 1%
Alpha -2.32% -8.24%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 2.94 2.77
Large Cap 42.67 48.74
Mid Cap 38.33 35.77
Small Cap 16.06 12.72

Sector Allocation

Scheme Name

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

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Others 3.46 1.58
Communication Services 4.01 3.32
Energy 6.73 4.63
Financial Services 30.22 23.27
Technology 9.16 6.94
Industrials 8 13.77
Consumer Cyclical 15.51 22.59
Consumer Defensive 4.88 2.11
Healthcare 9.51 7.69
Basic Materials 6.5 9.36
Utilities 2.03 2.79
Real Estate - 1.97

Top Comparisons

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns8.46%

VS

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns10.34%

Compare Now

SBI Consumption Opportunities Fund - Regular - Growth SBI Consumption Opportunities Fund - Regular - Growth

3Y Returns15.69%

VS

HSBC Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns16.21%

VS

Quant BFSI Fund Regular - Growth Quant BFSI Fund Regular - Growth

3Y Returns0%

Compare Now

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns24.24%

VS

LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Growth

3Y Returns23.54%

Compare Now
Add to Cart Successfully