HSBC Large & Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2420 Cr | ₹3873 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2019 | 03 Apr 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% | 68% |
Expense Ratio | 1.96 | 1.91 |
Manager | Abhinav Khandelwal | Cheenu Gupta |
ISIN Code | INF174V01911 | INF336L01NY9 |
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 | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | 6.86% | 7.95% |
6 Month | -14.72% | -16.14% |
1 Year | -0.22% | 8.66% |
3 Year | 13.23% | 15.49% |
5 Year | 26.71% | 25.05% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | -6.49% | -10.78% |
1 Year | -15% | -17.04% |
3 Year | 12.82% | 15.78% |
5 Year | 17.04% | 17.46% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 27.08% | 21.03% |
3 Year | 23.63% | 19.46% |
5 Year | 20.22% | 21.66% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.32% | 16.811% |
Sharp | 0.43% | 0.444% |
Beta | 0.95% | 0.981% |
Alpha | -2.32% | 1.122% |
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Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Abhinav Khandelwal | Cheenu Gupta |
Total AUM | ₹5522 Cr | ₹0 Cr |
Funds Managed | 5 | 9 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 2.94 | 1.85 |
Large Cap | 42.67 | 44.97 |
Mid Cap | 38.33 | 40.28 |
Small Cap | 16.06 | 12.89 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 3.46 | 1.85 |
Communication Services | 4.01 | 1.52 |
Energy | 6.73 | 0.02 |
Financial Services | 30.22 | 22.6 |
Technology | 9.16 | 16.65 |
Industrials | 8 | 25.68 |
Consumer Cyclical | 15.51 | 16.84 |
Consumer Defensive | 4.88 | 0.41 |
Healthcare | 9.51 | 7.54 |
Basic Materials | 6.5 | 1.65 |
Utilities | 2.03 | 3.11 |
Real Estate | - | 2.12 |
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