Mahindra Manulife Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare

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

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tortoise-icon DSP Equity Opportunities Fund-Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Fund Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2514 Cr ₹13804 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Dec 2019 16 May 2000
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% 40%
Expense Ratio 1.95 1.72
Manager Abhinav Khandelwal Rohit Singhania
ISIN Code INF174V01911 INF740K01094
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 DSP Equity Opportunities 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 & Mid Cap Fund - Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Month 2.3% 1.28%
6 Month -1.69% 2.57%
1 Year 15.97% 23.97%
3 Year 16.49% 19.73%
5 Year - 20.57%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month - -
1 Year 5.97% 15.73%
3 Year 20.76% 25.84%
5 Year - 24.16%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Year 30.23% 18.32%
3 Year 24.26% 17.6%
5 Year - 16.47%

Risk Management

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Standard Deviation 13.32% 12.87%
Sharp 0.77% 0.97%
Beta 0.93% 0.94%
Alpha -0.74% 2%

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Fund Managers

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Name Abhinav Khandelwal Rohit Singhania
Total AUM ₹5522 Cr ₹46862 Cr
Fund Manage 5 7
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

Market Cap

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 6.51 2.64
Large Cap 42.96 50.98
Mid Cap 35.08 35.21
Small Cap 15.45 10.84

Sector Allocation

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 6.51 2.64
Telecom - Services 1.43 2.71
Petroleum Products 5.35 3.01
Finance 4.97 7.33
IT - Services 0.94 -
Cement & Cement Products 1.41 2.37
Transport Services 3.25 0.85
Diversified FMCG 4.64 2.35
Banks 12.14 23.92
Electrical Equipment 1.55 -
Agricultural, Commercial & Construction Vehicles 0.67 -
Leisure Services 1.62 -
Automobiles 2.28 2.79
Capital Markets 6.57 -
Agricultural Food & other Products 1.01 -
Gas 0.97 3.9
Pharmaceuticals & Biotechnology 7.53 8.94
Consumer Durables 0.98 2.91
Insurance 2.84 2.94
IT - Software 8.61 7.4
Personal Products 1.32 1.42
Oil 0.98 1.38
Auto Components 6.75 6.06
Fertilizers & Agrochemicals 3.2 1.47
Other Utilities 0.87 -
Industrial Products 1.35 2.52
Power 3.59 1.7
Industrial Manufacturing 2.12 -
Paper, Forest & Jute Products 0.94 -
Retailing 2.42 -
Beverages 1.19 -
Construction - 4.14
Non - Ferrous Metals - 1.13
Healthcare Services - 0.64
Chemicals & Petrochemicals - 1.9
Realty - 1.02
Diversified - 0.87
Food Products - 0.55
Ferrous Metals - 0.81

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