Mahindra Manulife Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2420 Cr | ₹23140 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Dec 2019 | 18 Feb 1994 |
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% | 9.01% |
Expense Ratio | 1.96 | 1.66 |
Manager | Abhinav Khandelwal | Dhruv Muchhal |
ISIN Code | INF174V01911 | INF179KA1RT1 |
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 | HDFC Large and Mid Cap Fund - Regular - 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 | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Month | -4.48% | -3.27% |
6 Month | -17.01% | -14.83% |
1 Year | -7.46% | 1.3% |
3 Year | 12.44% | 18.48% |
5 Year | 20.42% | 24.49% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | -12.09% | -9.84% |
1 Year | -24.72% | -17.46% |
3 Year | 8.41% | 14.35% |
5 Year | 14.66% | 19.7% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Year | 27.08% | 14.17% |
3 Year | 23.63% | 10.86% |
5 Year | 20.22% | 11.39% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 14.751% | 14.902% |
Sharp | 0.435% | 0.746% |
Beta | 0.96% | 1.012% |
Alpha | 0.224% | 4.586% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Dhruv Muchhal |
Total AUM | ₹5522 Cr | ₹520687 Cr |
Fund Manage | 5 | 40 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | HDFC Large and Mid Cap Fund - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 2.9377 | 1.85505 |
Large Cap | 42.67342 | 46.69937 |
Mid Cap | 38.32607 | 36.35013 |
Small Cap | 16.06286 | 15.09541 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 3.4575 | 1.02927 |
Communication Services | 4.0149 | 2.79581 |
Energy | 6.73141 | 3.19284 |
Financial Services | 30.21553 | 30.96429 |
Technology | 9.15657 | 11.16608 |
Industrials | 7.99665 | 11.75716 |
Consumer Cyclical | 15.50692 | 13.15851 |
Consumer Defensive | 4.87805 | 2.49388 |
Healthcare | 9.51395 | 12.80658 |
Basic Materials | 6.49876 | 5.37574 |
Utilities | 2.02981 | 3.90826 |
Real Estate | - | 1.35154 |
Top Comparisons
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns10.15%
Invesco India Dynamic Equity Fund - Growth
3Y Returns11.72%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns18.04%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns12.88%
Nippon India Gilt Securities Fund -Growth Plan - Growth Option
3Y Returns6.34%
Canara Robeco Gilt Fund - Regular Plan - Growth Option
3Y Returns6.15%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns20.53%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns20.21%