INVESCO INDIA LARGE & MID CAP FUND vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2420 Cr | ₹6250 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2019 | 09 Aug 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% | 73% |
Expense Ratio | 1.96 | 1.8 |
Manager | Abhinav Khandelwal | Aditya Khemani |
ISIN Code | INF174V01911 | INF205K01247 |
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 | Invesco India Large & Mid Cap 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 | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Month | 6.86% | 7.5% |
6 Month | -14.72% | -12.16% |
1 Year | -0.22% | 14.71% |
3 Year | 13.23% | 20.24% |
5 Year | 26.71% | 26.25% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | -6.49% | -5.71% |
1 Year | -15% | -5.14% |
3 Year | 12.82% | 22.28% |
5 Year | 17.04% | 20.89% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 27.08% | 13.52% |
3 Year | 23.63% | 14.27% |
5 Year | 20.22% | 14.77% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 13.32% | 12.64% |
Sharp | 0.43% | 0.75% |
Beta | 0.95% | 0.97% |
Alpha | -2.32% | 2.65% |
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Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Name | Abhinav Khandelwal | Aditya Khemani |
Total AUM | ₹5522 Cr | ₹12070 Cr |
Funds Managed | 5 | 3 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 2.94 | 2.24 |
Large Cap | 42.67 | 34.77 |
Mid Cap | 38.33 | 44.77 |
Small Cap | 16.06 | 18.22 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 3.46 | 0.27 |
Communication Services | 4.01 | 1.96 |
Energy | 6.73 | - |
Financial Services | 30.22 | 27.46 |
Technology | 9.16 | 8.91 |
Industrials | 8 | 10.04 |
Consumer Cyclical | 15.51 | 23.77 |
Consumer Defensive | 4.88 | 2.25 |
Healthcare | 9.51 | 13.77 |
Basic Materials | 6.5 | 4.9 |
Utilities | 2.03 | - |
Real Estate | - | 6.66 |
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