HDFC Large and Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare

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tortoise-icon Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
Fund Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2378 Cr ₹21432 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Dec 2019 18 Feb 1994
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% 9.01%
Expense Ratio 1.95 1.68
Manager Abhinav Khandelwal Dhruv Muchhal
ISIN Code INF174V01911 INF179KA1RT1
Exits Load Exit load of 1%, if redeemed within 3 months./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
1 Month 5.42% 1.53%
6 Month 10.75% 20.52%
1 Year 36.07% 45.39%
3 Year 19.78% 26.17%
5 Year - 26.63%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
6 Month - -
1 Year 17.12% 18.92%
3 Year 43% 50.79%
5 Year 78.86% 101.91%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
1 Year 28.21% 27.86%
3 Year 63.42% 74.64%
5 Year 84.98% 110.02%

Risk Management

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation 13.32% 12.97%
Sharp 1.09% 1.37%
Beta 0.93% 0.96%
Alpha -0.13% 3.24%

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Fund Managers

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
Name Abhinav Khandelwal Dhruv Muchhal
Total AUM ₹5522 Cr ₹520687 Cr
Fund Manage 5 40
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option

Market Cap

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

HDFC Large and Mid Cap Fund - Growth Option

Large Cap 46.45 49.85
Mid Cap 37.95 34.39
Others 6.24 3.49
Small Cap 9.36 12.27

Sector Allocation

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

HDFC Large and Mid Cap Fund - Growth Option

Financial 17.64 -
Communication 7.34 -
Energy 14.6 -
Materials 4.93 -
Construction 4.11 1.57
Automobile 9.79 -
Metals & Mining 7.49 -
Others 3.28 2.51
Technology 6.75 -
Capital Goods 6.17 -
Healthcare 10.28 -
Consumer Staples 2.23 -
Consumer Discretionary 1.34 -
Services 2.11 -
Textiles 0.79 -
Chemicals 0.69 -
Diversified 0.46 -
Banks - 20.09
IT - Software - 7.09
Realty - 2.19
Retailing - 1.83
Finance - 9.38
Petroleum Products - 2.8
Pharmaceuticals & Biotechnology - 8.21
Aerospace & Defense - 2.87
Healthcare Services - 2.45
Power - 2.55
Insurance - 2.48
Telecom - Services - 2.16
Leisure Services - 1.82
Cement & Cement Products - 1.47
Ferrous Metals - 1.34
Automobiles - 3.09
Auto Components - 4.17
Gas - 1.44
Industrial Products - 1.98
Diversified FMCG - 0.81
Agricultural Food & other Products - 0.6
Chemicals & Petrochemicals - 2.06
Consumer Durables - 2.77
Capital Markets - 0.75
Personal Products - 0.52
Industrial Manufacturing - 1
Non - Ferrous Metals - 0.48
Financial Technology (Fintech) - 0.52
Agricultural, Commercial & Construction Vehicles - 0.85
Oil - 0.77
Electrical Equipment - 0.66
Transport Services - 1.33
Commercial Services & Supplies - 0.46
Entertainment - 0.75
Fertilizers & Agrochemicals - 1
Beverages - 0.6
Textiles & Apparels - 0.23
Telecom - Equipment & Accessories - 0.21
IT - Services - 0.08
Transport Infrastructure - 0.06

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