Mahindra Manulife Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2420 Cr | ₹8447 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 31 Dec 2019 | 17 Oct 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% | 70% |
Expense Ratio | 1.96 | 1.73 |
Manager | Abhinav Khandelwal | Rakesh Shetty |
ISIN Code | INF174V01911 | INF247L01965 |
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 | Motilal Oswal Large and Midcap Fund - Regular Plan - 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 | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Month | 4.56% | 2.72% |
6 Month | -4.8% | -7.79% |
1 Year | 1.66% | 12.67% |
3 Year | 14.34% | 24.44% |
5 Year | 26.1% | 29.89% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | -1.16% | -5.25% |
1 Year | -9.39% | -9.34% |
3 Year | 13.83% | 22.93% |
5 Year | 17.25% | 23.33% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 27.08% | 31.85% |
3 Year | 23.63% | 25.93% |
5 Year | 20.22% | 25.61% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 13.32% | 16.577% |
Sharp | 0.4% | 0.899% |
Beta | 0.95% | 0.963% |
Alpha | -2.87% | 7.354% |
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Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Name | Abhinav Khandelwal | Rakesh Shetty |
Total AUM | ₹5522 Cr | ₹33886 Cr |
Funds Managed | 5 | 19 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 5.82 | 4.04 |
Large Cap | 45.11 | 35.63 |
Mid Cap | 35.71 | 39.29 |
Small Cap | 13.36 | 21.04 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 5.81 | 2.08 |
Communication Services | 5.06 | 6.04 |
Energy | 3.96 | - |
Financial Services | 31.63 | 14.33 |
Industrials | 6.95 | 29.6 |
Consumer Cyclical | 15.09 | 26.27 |
Consumer Defensive | 4.11 | - |
Technology | 8.07 | 10.92 |
Healthcare | 8.38 | 1.96 |
Basic Materials | 7.55 | 3.12 |
Utilities | 3.39 | - |
Real Estate | - | 5.68 |
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