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 Risk | Very High Risk |
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 | -4.96% | -4.37% |
6 Month | -14.22% | -7.74% |
1 Year | -3.42% | 13.54% |
3 Year | 13.22% | 18.73% |
5 Year | 18.5% | 17.5% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | - | - |
1 Year | -17.21% | -6.1% |
3 Year | 11.42% | 20.29% |
5 Year | 16.83% | 19.92% |
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 | 0.49% | 0.78% |
Beta | 0.96% | 0.98% |
Alpha | -2.64% | 1.91% |
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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 |
Fund Manage | 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 | 6.51 | 0.31 |
Large Cap | 42.96 | 37.45 |
Mid Cap | 35.08 | 49.15 |
Small Cap | 15.45 | 13.09 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 6.51 | 0.31 |
Telecom - Services | 1.43 | 2.01 |
Petroleum Products | 5.35 | - |
Finance | 4.97 | 5.84 |
IT - Services | 0.94 | - |
Cement & Cement Products | 1.41 | 3.79 |
Transport Services | 3.25 | 2.64 |
Diversified FMCG | 4.64 | - |
Banks | 12.14 | 13.94 |
Electrical Equipment | 1.55 | 1.91 |
Agricultural, Commercial & Construction Vehicles | 0.67 | - |
Leisure Services | 1.62 | 3.27 |
Automobiles | 2.28 | 4.18 |
Capital Markets | 6.57 | 4.26 |
Agricultural Food & other Products | 1.01 | 1.41 |
Gas | 0.97 | - |
Pharmaceuticals & Biotechnology | 7.53 | 5.46 |
Consumer Durables | 0.98 | 6.82 |
Insurance | 2.84 | 4.26 |
IT - Software | 8.61 | 6.66 |
Personal Products | 1.32 | - |
Oil | 0.98 | - |
Auto Components | 6.75 | 2.7 |
Fertilizers & Agrochemicals | 3.2 | - |
Other Utilities | 0.87 | - |
Industrial Products | 1.35 | 6.68 |
Power | 3.59 | - |
Industrial Manufacturing | 2.12 | 1.45 |
Paper, Forest & Jute Products | 0.94 | - |
Retailing | 2.42 | 8.27 |
Beverages | 1.19 | - |
Healthcare Services | - | 5.49 |
Realty | - | 7.55 |
Ferrous Metals | - | 1.1 |
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