Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Mahindra Manulife Large Cap Fund vs Tata Large Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Fund Mahindra Manulife Large Cap Fund - Regular Plan - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹587 Cr ₹2408 Cr ₹2408 Cr
Min Investment ₹1000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100 ₹100
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 18 Mar 2019 07 May 1998 07 May 1998
Category Large Cap Large Cap Large Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI NIFTY 100 TRI
Turn Over 101% 20.36% 20.36%
Expense Ratio 2.35 2.04 2.04
Manager Abhinav Khandelwal Kapil Malhotra Kapil Malhotra
ISIN Code INF174V01697 INF277K01931 INF277K01931
Exits Load Mahindra Manulife Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Large Cap Fund - Regular Plan - 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 Cap Fund - Regular Plan - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Month 4.99% 5.48% 5.48%
6 Month -10.21% -10.83% -10.83%
1 Year 4.42% 4.02% 4.02%
3 Year 10.87% 11.89% 11.89%
5 Year 22.86% 24.16% 24.16%

SIP Return Analysis

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
6 Month -1.48% -2.17% -2.17%
1 Year -5.12% -6.1% -6.1%
3 Year 13.15% 13.68% 13.68%
5 Year 14.73% 15.73% 15.73%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Year 15.21% 13.34% 13.34%
3 Year 15.48% 13.25% 13.25%
5 Year 15.92% 13.65% 13.65%

Risk Management

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Standard Deviation 12.761% 12.66% 12.66%
Sharp 0.415% 0.41% 0.41%
Beta 0.944% 0.97% 0.97%
Alpha -1.519% 0.51% 0.51%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Name Abhinav Khandelwal Kapil Malhotra Kapil Malhotra
Total AUM ₹5522 Cr ₹18472 Cr ₹18472 Cr
Funds Managed 5 7 7
Mahindra Manulife Large Cap Fund - Regular Plan - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 5.1 1.95 1.95
Large Cap 83.74 82.52 82.52
Mid Cap 7.26 10.83 10.83
Small Cap 3.91 4.69 4.69

Sector Allocation

Scheme Name

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 3.18 1.95 1.95
Energy 7.8 5.27 5.27
Technology 9.98 9.77 9.77
Consumer Defensive 7.01 6.15 6.15
Industrials 11.63 11.63 11.63
Healthcare 5.53 7.01 7.01
Financial Services 34.18 35.45 35.45
Basic Materials 5.43 4.82 4.82
Consumer Cyclical 9.13 7.93 7.93
Communication Services 4.02 2.88 2.88
Utilities 2.11 6.22 6.22
Real Estate - 0.93 0.93

Top Comparisons

Kotak Equity Hybrid - Growth Kotak Equity Hybrid - Growth

3Y Returns11.96%

VS

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns10.69%

Compare Now

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns1.75%

Compare Now

ICICI Prudential Bond Fund - Growth ICICI Prudential Bond Fund - Growth

3Y Returns7.37%

VS

SBI Magnum Income Fund-Regular Plan-Growth SBI Magnum Income Fund-Regular Plan-Growth

3Y Returns6.79%

Compare Now

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns17.16%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns13.86%

Compare Now
Add to Cart Successfully