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 Risk | Very High Risk |
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 | -4.96% | -8.5% |
6 Month | -14.22% | -15.11% |
1 Year | -3.42% | 7.68% |
3 Year | 13.22% | 14.4% |
5 Year | 18.5% | 16.14% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -17.21% | -15.44% |
3 Year | 11.42% | 14.82% |
5 Year | 16.83% | 17.24% |
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% | 15.618% |
Sharp | 0.49% | 0.613% |
Beta | 0.96% | 0.931% |
Alpha | -2.64% | 2.312% |
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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 |
Fund Manage | 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 | 6.51 | 5.47 |
Large Cap | 42.96 | 38.58 |
Mid Cap | 35.08 | 41.74 |
Small Cap | 15.45 | 14.21 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 6.51 | 5.47 |
Telecom - Services | 1.43 | 0.37 |
Petroleum Products | 5.35 | 0.02 |
Finance | 4.97 | 1.01 |
IT - Services | 0.94 | - |
Cement & Cement Products | 1.41 | 0.65 |
Transport Services | 3.25 | - |
Diversified FMCG | 4.64 | - |
Banks | 12.14 | 6.56 |
Electrical Equipment | 1.55 | 17.12 |
Agricultural, Commercial & Construction Vehicles | 0.67 | - |
Leisure Services | 1.62 | 0.92 |
Automobiles | 2.28 | 3.7 |
Capital Markets | 6.57 | 9.22 |
Agricultural Food & other Products | 1.01 | - |
Gas | 0.97 | - |
Pharmaceuticals & Biotechnology | 7.53 | 2.87 |
Consumer Durables | 0.98 | 6.97 |
Insurance | 2.84 | - |
IT - Software | 8.61 | 7.87 |
Personal Products | 1.32 | 0.31 |
Oil | 0.98 | - |
Auto Components | 6.75 | 0.02 |
Fertilizers & Agrochemicals | 3.2 | - |
Other Utilities | 0.87 | - |
Industrial Products | 1.35 | 3.01 |
Power | 3.59 | 3.74 |
Industrial Manufacturing | 2.12 | 4.04 |
Paper, Forest & Jute Products | 0.94 | 0.77 |
Retailing | 2.42 | 10.79 |
Beverages | 1.19 | 0.06 |
Realty | - | 3.9 |
Construction | - | 0.63 |
Healthcare Services | - | 2.16 |
Aerospace & Defense | - | 4.66 |
Financial Technology (Fintech) | - | 3.16 |
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