Mahindra Manulife Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
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) | ₹2420 Cr | ₹6250 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 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 | 1.96 | 1.8 |
Manager | Abhinav Khandelwal | Aditya Khemani |
ISIN Code | INF174V01911 | INF205K01247 |
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 | Invesco India Large & Mid Cap 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 | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Month | 6.38% | 5.88% |
6 Month | -6.79% | -3.27% |
1 Year | 0.46% | 15.34% |
3 Year | 15.69% | 23.37% |
5 Year | 24.97% | 25.24% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | - | 0.17% |
1 Year | -9.06% | -2.46% |
3 Year | 12.5% | 21.71% |
5 Year | 16.01% | 20.16% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 27.08% | 13.52% |
3 Year | 23.63% | 14.27% |
5 Year | 20.22% | 14.77% |
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 | 0.58% | 0.96% |
Beta | 0.94% | 0.97% |
Alpha | -2.6% | 3.49% |
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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 |
Funds Managed | 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 | 3.49 | 0.94 |
Large Cap | 47.7 | 37.3 |
Mid Cap | 35.45 | 43.57 |
Small Cap | 13.36 | 18.19 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 3.49 | 0.94 |
Telecom - Services | 5 | 1.91 |
Petroleum Products | 3.52 | - |
Finance | 10.8 | 7.73 |
Retailing | 3.49 | 12.95 |
Healthcare Services | 0.85 | 7.54 |
Diversified FMCG | 1.61 | - |
Textiles & Apparels | 0.84 | - |
Banks | 14.41 | 11.11 |
Leisure Services | 1.52 | 3.63 |
Pharmaceuticals & Biotechnology | 9.79 | 6.01 |
Automobiles | 3.02 | 2.61 |
Electrical Equipment | 1.53 | 2.98 |
Capital Markets | 4.71 | 5.81 |
Agricultural Food & other Products | 1.34 | 1.5 |
Power | 1.78 | - |
Non - Ferrous Metals | 1.28 | - |
Insurance | 2.77 | 3.94 |
Gas | 1.59 | - |
IT - Software | 7.85 | 4.4 |
Personal Products | 1.07 | - |
Oil | 0.42 | - |
Auto Components | 3.47 | 1.13 |
Fertilizers & Agrochemicals | 2.54 | - |
Cement & Cement Products | 2.53 | 2.7 |
Other Utilities | 0.62 | - |
Industrial Products | 2.8 | 4.9 |
Transport Services | 2.93 | 4.87 |
Industrial Manufacturing | 2.43 | 1.21 |
Realty | - | 6.21 |
Consumer Durables | - | 5.01 |
Ferrous Metals | - | 0.91 |
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