Mahindra Manulife Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare

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

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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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 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) ₹2514 Cr ₹23485 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 1.95 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 -6.04% -5.71%
6 Month -7.95% -7.03%
1 Year 3.43% 10.48%
3 Year 13.8% 18.86%
5 Year 20.19% 22.42%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
6 Month - -
1 Year 2.38% 6.66%
3 Year 20.06% 24.14%
5 Year 22.23% 25.94%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
1 Year 30.23% 14.01%
3 Year 24.26% 10.73%
5 Year - 11.31%

Risk Management

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation 13.32% 12.97%
Sharp 0.68% 1.37%
Beta 0.92% 0.96%
Alpha -0.52% 3.24%

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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 6.51 1.31
Large Cap 42.96 49.45
Mid Cap 35.08 37.04
Small Cap 15.45 12.2

Sector Allocation

Scheme Name

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

HDFC Large and Mid Cap Fund - Growth Option

Others 6.51 1.31
Telecom - Services 1.43 2.22
Petroleum Products 5.35 2.61
Finance 4.97 8.81
IT - Services 0.94 0.07
Cement & Cement Products 1.41 1.18
Transport Services 3.25 1.5
Diversified FMCG 4.64 1.06
Banks 12.14 18.76
Electrical Equipment 1.55 0.53
Agricultural, Commercial & Construction Vehicles 0.67 1.58
Leisure Services 1.62 1.76
Automobiles 2.28 3.3
Capital Markets 6.57 0.99
Agricultural Food & other Products 1.01 0.52
Gas 0.97 1.35
Pharmaceuticals & Biotechnology 7.53 9.22
Consumer Durables 0.98 2.53
Insurance 2.84 3.09
IT - Software 8.61 8.83
Personal Products 1.32 0.49
Oil 0.98 0.69
Auto Components 6.75 4.16
Fertilizers & Agrochemicals 3.2 1.03
Other Utilities 0.87 -
Industrial Products 1.35 1.45
Power 3.59 2.68
Industrial Manufacturing 2.12 0.9
Paper, Forest & Jute Products 0.94 -
Retailing 2.42 2.21
Beverages 1.19 0.55
Construction - 1.62
Healthcare Services - 3.08
Non - Ferrous Metals - 0.72
Realty - 1.73
Chemicals & Petrochemicals - 1.98
Aerospace & Defense - 2.31
Ferrous Metals - 1.1
Telecom - Equipment & Accessories - 0.17
Entertainment - 0.64
Financial Technology (Fintech) - 0.6
Commercial Services & Supplies - 0.39
Textiles & Apparels - 0.23
Transport Infrastructure - 0.05

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