Mahindra Manulife Large & Mid Cap Fund vs UTI 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 UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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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 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) ₹2378 Cr ₹3441 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2019 01 Aug 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 1.95 2.01
Manager Abhinav Khandelwal V Srivatsa
ISIN Code INF174V01911 INF789F01869
Exits Load Exit load of 1%, if redeemed within 3 months./365 Exit load of 1% if redeemed less than 1 year/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 6.17% 7.47%
6 Month 11.48% 25.96%
1 Year 38.11% 50.03%
3 Year 20.32% 23.56%
5 Year - 26.59%

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 - -
1 Year 17.12% 20.28%
3 Year 43% 48.68%
5 Year 78.86% 94.84%

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 28.21% 26.93%
3 Year 63.42% 69.55%
5 Year 84.98% 104.13%

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 1.09% 1.25%
Beta 0.93% 0.92%
Alpha -0.13% 1.77%

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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
Fund Manage 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

Large Cap 46.45 44.52
Mid Cap 37.95 36.43
Others 6.24 1.84
Small Cap 9.36 11.62

Sector Allocation

Scheme Name

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

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Financial 17.64 -
Communication 7.34 -
Energy 14.6 -
Materials 4.93 -
Construction 4.11 2.05
Automobile 9.79 -
Metals & Mining 7.49 -
Others 3.28 0.11
Technology 6.75 -
Capital Goods 6.17 -
Healthcare 10.28 -
Consumer Staples 2.23 -
Consumer Discretionary 1.34 -
Services 2.11 -
Textiles 0.79 -
Chemicals 0.69 -
Diversified 0.46 -
Banks - 22.13
Diversified FMCG - 3.51
IT - Software - 9.17
Petroleum Products - 2.77
Insurance - 4.7
Pharmaceuticals & Biotechnology - 7.43
Cement & Cement Products - 1.97
Finance - 3.75
Telecom - Services - 4.43
Textiles & Apparels - 2.29
Automobiles - 3.96
Auto Components - 1.66
Fertilizers & Agrochemicals - 1.65
Realty - 1.61
Personal Products - 1.58
Transport Services - 2.93
Capital Markets - 1.54
Gas - 2.61
Oil - 1.32
Leisure Services - 2.13
Diversified Metals - 1.27
Consumer Durables - 1.24
Power - 1.21
Healthcare Services - 1.17
Ferrous Metals - 1.14
Paper, Forest & Jute Products - 0.91
Non - Ferrous Metals - 0.85
Chemicals & Petrochemicals - 0.8
Other Consumer Services - 0.52

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