Mahindra Manulife Large & Mid Cap Fund vs UTI Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2420 Cr | ₹4047 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2019 | 30 Jul 2005 |
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% | 32% |
Expense Ratio | 1.96 | 1.9 |
Manager | Abhinav Khandelwal | V Srivatsa |
ISIN Code | INF174V01911 | INF789F01869 |
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 | UTI 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 | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.86% | 6.2% |
6 Month | -14.72% | -12.76% |
1 Year | -0.22% | 12.29% |
3 Year | 13.23% | 19.91% |
5 Year | 26.71% | 31.18% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -6.49% | -5.39% |
1 Year | -15% | -7.49% |
3 Year | 12.82% | 20.01% |
5 Year | 17.04% | 21.77% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 27.08% | 9.5% |
3 Year | 23.63% | 9.15% |
5 Year | 20.22% | 10.86% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.32% | 12.33% |
Sharp | 0.43% | 0.82% |
Beta | 0.95% | 0.93% |
Alpha | -2.32% | 3.15% |
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Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhinav Khandelwal | V Srivatsa |
Total AUM | ₹5522 Cr | ₹7921 Cr |
Funds Managed | 5 | 3 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.94 | 5.62 |
Large Cap | 42.67 | 44.64 |
Mid Cap | 38.33 | 37.19 |
Small Cap | 16.06 | 12.55 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.46 | 3.44 |
Communication Services | 4.01 | 6.29 |
Energy | 6.73 | 2.44 |
Financial Services | 30.22 | 33.25 |
Technology | 9.16 | 8.04 |
Industrials | 8 | 6.02 |
Consumer Cyclical | 15.51 | 11.34 |
Consumer Defensive | 4.88 | 6.43 |
Healthcare | 9.51 | 6.82 |
Basic Materials | 6.5 | 11.45 |
Utilities | 2.03 | 2.07 |
Real Estate | - | 2.42 |
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