Edelweiss Large & Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2420 Cr | ₹3610 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Dec 2019 | 14 Jun 2007 |
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% | 30% |
Expense Ratio | 1.96 | 1.87 |
Manager | Abhinav Khandelwal | Trideep Bhattacharya |
ISIN Code | INF174V01911 | INF843K01047 |
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 | Edelweiss Large and 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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 7.29% | 6.6% |
6 Month | -14.12% | -12.33% |
1 Year | -0.22% | 9.1% |
3 Year | 12.77% | 15.06% |
5 Year | 26.53% | 26.01% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -6.49% | -6.68% |
1 Year | -15% | -9.41% |
3 Year | 12.82% | 15.87% |
5 Year | 17.04% | 17.98% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 27.08% | 12.44% |
3 Year | 23.63% | 13.57% |
5 Year | 20.22% | 14.04% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.32% | 14.02% |
Sharp | 0.43% | 0.675% |
Beta | 0.95% | 0.965% |
Alpha | -2.32% | 1.947% |
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Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Trideep Bhattacharya |
Total AUM | ₹5522 Cr | ₹0 Cr |
Funds Managed | 5 | 9 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.94 | 2.57 |
Large Cap | 42.67 | 46.81 |
Mid Cap | 38.33 | 36.47 |
Small Cap | 16.06 | 14.15 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.46 | 1.51 |
Communication Services | 4.01 | 1.82 |
Energy | 6.73 | 3.08 |
Financial Services | 30.22 | 25.92 |
Technology | 9.16 | 14.48 |
Industrials | 8 | 12.99 |
Consumer Cyclical | 15.51 | 17.31 |
Consumer Defensive | 4.88 | 2.29 |
Healthcare | 9.51 | 9.24 |
Basic Materials | 6.5 | 7.14 |
Utilities | 2.03 | 1.83 |
Real Estate | - | 2.38 |
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