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
| 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 |
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -4.85% | -4.99% |
| 6 Month | -6.52% | -5.99% |
| 1 Year | 7.6% | 9.09% |
| 3 Year | 13.49% | 6.87% |
| 5 Year | 20.03% | 14.01% |
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -3.19% | 0.58% |
| 3 Year | 17.4% | 14.21% |
| 5 Year | - | 15.21% |
| 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% |
| 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 | 0.68% | 0.17% |
| Beta | 0.92% | 1% |
| Alpha | -0.52% | -8.17% |
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| 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 |
| 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 |
| 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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