Aditya Birla Sun Life Equity Advantage Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Chart Comparison
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 Risk | Very High Risk |
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 | -4.96% | -5.04% |
6 Month | -14.22% | -13.55% |
1 Year | -3.42% | 2.94% |
3 Year | 13.23% | 7.22% |
5 Year | 18.51% | 12.04% |
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 | -15.75% | -12.45% |
3 Year | 12.12% | 9.59% |
5 Year | 17.46% | 12.37% |
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 | 0.49% | 0.12% |
Beta | 0.96% | 1.01% |
Alpha | -2.64% | -8.44% |
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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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