Mahindra Manulife Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare

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

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan 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 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) ₹2378 Cr ₹4934 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 30 Dec 2019 01 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 1.95 1.84
Manager Abhinav Khandelwal Rakesh Shetty
ISIN Code INF174V01911 INF247L01965
Exits Load Exit load of 1%, if redeemed within 3 months./365 Exit load of 1%, if redeemed within 15 days./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 5.51% 6.9%
6 Month 19.78% 28.28%
1 Year 37.79% 57%
3 Year 20.31% 26.25%
5 Year - -

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 Year 17.12% 21.41%
3 Year 43% 54.76%
5 Year 78.86% 95.39%

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 28.21% 29.12%
3 Year 63.42% 74.72%
5 Year 84.98% 106.51%

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% 13.45%
Sharp 1.04% 1.28%
Beta 0.93% 0.92%
Alpha 0.63% 2.85%

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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
Fund Manage 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 6.24 5.38
Large Cap 46.45 35.19
Mid Cap 37.95 35.54
Small Cap 9.36 23.88

Sector Allocation

Scheme Name

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

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 3.28 1.5
Automobile 9.79 2.04
Communication 7.34 3.31
Energy 14.6 -
Services 2.11 21.51
Technology 6.75 2.34
Materials 4.93 -
Construction 4.11 9.44
Chemicals 0.69 2.09
Healthcare 10.28 8.96
Financial 17.64 15.47
Metals & Mining 7.49 1.86
Consumer Staples 2.23 -
Capital Goods 6.17 21.39
Consumer Discretionary 1.34 7.77
Diversified 0.46 2.31
Textiles 0.79 -

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