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 | 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% |
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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 |
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 |
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