Mahindra Manulife Large & Mid Cap Fund vs HSBC Large & 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 HSBC Large & Mid Cap Fund - Regular 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 HSBC Large & Mid Cap Fund - Regular Growth
Fund Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2514 Cr ₹3609 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Dec 2019 03 Apr 2019
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% 68%
Expense Ratio 1.95 1.94
Manager Abhinav Khandelwal Cheenu Gupta
ISIN Code INF174V01911 INF336L01NY9
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 HSBC Large & Midcap 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 HSBC Large & Mid Cap Fund - Regular Growth
1 Month -4.85% -10.59%
6 Month -6.52% -2.5%
1 Year 7.6% 21.5%
3 Year 13.49% 15.81%
5 Year 20.03% 18.66%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth
6 Month - -
1 Year -3.19% 9.78%
3 Year 17.4% 24.22%
5 Year - 22.88%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Year 30.23% 20.37%
3 Year 24.26% 19.47%
5 Year - 21.86%

Risk Management

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 13.32% 13.09%
Sharp 0.68% 1.13%
Beta 0.92% 0.93%
Alpha -0.52% 0.54%

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Fund Managers

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth
Name Abhinav Khandelwal Cheenu Gupta
Total AUM ₹5522 Cr ₹0 Cr
Fund Manage 5 9
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name

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

HSBC Large & Mid Cap Fund - Regular Growth

Others 6.51 2.01
Large Cap 42.96 37.78
Mid Cap 35.08 42.07
Small Cap 15.45 18.14

Sector Allocation

Scheme Name

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

HSBC Large & Mid Cap Fund - Regular Growth

Others 6.51 2.01
Telecom - Services 1.43 0.42
Petroleum Products 5.35 0.02
Finance 4.97 2.08
IT - Services 0.94 -
Cement & Cement Products 1.41 0.69
Transport Services 3.25 -
Diversified FMCG 4.64 -
Banks 12.14 6.49
Electrical Equipment 1.55 19.47
Agricultural, Commercial & Construction Vehicles 0.67 -
Leisure Services 1.62 0.65
Automobiles 2.28 4.04
Capital Markets 6.57 9.56
Agricultural Food & other Products 1.01 -
Gas 0.97 -
Pharmaceuticals & Biotechnology 7.53 1.8
Consumer Durables 0.98 6.61
Insurance 2.84 -
IT - Software 8.61 7.3
Personal Products 1.32 0.36
Oil 0.98 -
Auto Components 6.75 0.02
Fertilizers & Agrochemicals 3.2 -
Other Utilities 0.87 -
Industrial Products 1.35 4.73
Power 3.59 4.24
Industrial Manufacturing 2.12 3.74
Paper, Forest & Jute Products 0.94 0.91
Retailing 2.42 11.03
Beverages 1.19 0.06
Realty - 3.72
Construction - 0.64
Healthcare Services - 2.03
Aerospace & Defense - 4.8
Financial Technology (Fintech) - 2.58

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