Mahindra Manulife Large & Mid Cap Fund vs INVESCO INDIA 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 INVESCO INDIA LARGE & MID CAP FUND - 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 INVESCO INDIA LARGE & MID CAP FUND - Growth
Fund Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2378 Cr ₹5842 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2019 09 Aug 2007
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% 73%
Expense Ratio 1.95 1.82
Manager Abhinav Khandelwal Aditya Khemani
ISIN Code INF174V01911 INF205K01247
Exits Load Exit load of 1%, if redeemed within 3 months./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Month -0.49% 0.76%
6 Month 13.56% 28.11%
1 Year 36.65% 58.22%
3 Year 16.5% 21.07%
5 Year - 23.15%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month - -
1 Year 17.12% 23.32%
3 Year 43% 49.74%
5 Year 78.86% 83.53%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Year 28.21% 23.29%
3 Year 63.42% 61.3%
5 Year 84.98% 93.66%

Risk Management

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
Standard Deviation 13.32% 12.64%
Sharp 0.93% 1.13%
Beta 0.93% 0.96%
Alpha -0.12% 2.57%

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Fund Managers

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
Name Abhinav Khandelwal Aditya Khemani
Total AUM ₹5522 Cr ₹12070 Cr
Fund Manage 5 3
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

Market Cap

Scheme Name

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

INVESCO INDIA LARGE & MID CAP FUND - Growth

Others 6.24 5.99
Large Cap 46.45 47.15
Mid Cap 37.95 39.25
Small Cap 9.36 7.61

Sector Allocation

Scheme Name

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

INVESCO INDIA LARGE & MID CAP FUND - Growth

Others 3.28 1.48
Automobile 9.79 5.83
Communication 7.34 3.12
Energy 14.6 2.97
Services 2.11 12.88
Technology 6.75 4.06
Materials 4.93 5.58
Construction 4.11 6.83
Chemicals 0.69 -
Healthcare 10.28 10.05
Financial 17.64 22.74
Metals & Mining 7.49 3.55
Consumer Staples 2.23 1.91
Capital Goods 6.17 10.53
Consumer Discretionary 1.34 5.66
Diversified 0.46 -
Textiles 0.79 -
Insurance - 2.81

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