Bajaj Finserv Large and Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1704 Cr | ₹2420 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2024 | 31 Dec 2019 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | % | 119% |
Expense Ratio | 2.06 | 1.96 |
Manager | Nimesh Chandan | Abhinav Khandelwal |
ISIN Code | INF0QA701730 | INF174V01911 |
Exits Load | Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 4.34% | 5.68% |
6 Month | -12.23% | -15.05% |
1 Year | 7.98% | -2.5% |
3 Year | - | 11.84% |
5 Year | - | 26.96% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -4.7% | -6.49% |
1 Year | -7.35% | -15% |
3 Year | - | 12.82% |
5 Year | - | 17.04% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.52% | 27.08% |
3 Year | - | 23.63% |
5 Year | - | 20.22% |
Risk Management
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.32% |
Sharp | - | 0.43% |
Beta | - | 0.95% |
Alpha | - | -2.32% |
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Fund Managers
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Nimesh Chandan | Abhinav Khandelwal |
Total AUM | ₹0 Cr | ₹5522 Cr |
Funds Managed | 8 | 5 |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.7 | 2.94 |
Large Cap | 56.6 | 42.67 |
Mid Cap | 32.07 | 38.33 |
Small Cap | 6.63 | 16.06 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.86 | 3.46 |
Energy | 4.85 | 6.73 |
Industrials | 10.36 | 8 |
Financial Services | 18.93 | 30.22 |
Technology | 8.55 | 9.16 |
Basic Materials | 9.09 | 6.5 |
Consumer Defensive | 9.05 | 4.88 |
Healthcare | 16.17 | 9.51 |
Consumer Cyclical | 11.77 | 15.51 |
Real Estate | 2.45 | - |
Communication Services | 4.92 | 4.01 |
Utilities | - | 2.03 |
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