Motilal Oswal Large and Midcap Fund vs Mahindra Manulife Large & Mid Cap 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 Risk | Very High Risk |
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 | -4.96% | -10.7% |
6 Month | -14.22% | -11.4% |
1 Year | -3.42% | 11.29% |
3 Year | 13.23% | 20.05% |
5 Year | 18.51% | 19.8% |
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 | -15.75% | -10.31% |
3 Year | 12.12% | 21.71% |
5 Year | 17.46% | 23.25% |
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 | 0.49% | 0.899% |
Beta | 0.96% | 0.963% |
Alpha | -2.64% | 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 |
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 | 6.51 | 1.18 |
Large Cap | 42.96 | 33.94 |
Mid Cap | 35.08 | 44.19 |
Small Cap | 15.45 | 20.67 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 6.51 | 1.18 |
Telecom - Services | 1.43 | 4.48 |
Petroleum Products | 5.35 | - |
Finance | 4.97 | 2.16 |
IT - Services | 0.94 | - |
Cement & Cement Products | 1.41 | - |
Transport Services | 3.25 | - |
Diversified FMCG | 4.64 | - |
Banks | 12.14 | 3.04 |
Electrical Equipment | 1.55 | 18.96 |
Agricultural, Commercial & Construction Vehicles | 0.67 | - |
Leisure Services | 1.62 | - |
Automobiles | 2.28 | - |
Capital Markets | 6.57 | 6.59 |
Agricultural Food & other Products | 1.01 | - |
Gas | 0.97 | - |
Pharmaceuticals & Biotechnology | 7.53 | 3.22 |
Consumer Durables | 0.98 | 9.93 |
Insurance | 2.84 | - |
IT - Software | 8.61 | 3.77 |
Personal Products | 1.32 | - |
Oil | 0.98 | - |
Auto Components | 6.75 | 3.46 |
Fertilizers & Agrochemicals | 3.2 | - |
Other Utilities | 0.87 | - |
Industrial Products | 1.35 | 2.74 |
Power | 3.59 | - |
Industrial Manufacturing | 2.12 | 3.37 |
Paper, Forest & Jute Products | 0.94 | - |
Retailing | 2.42 | 18.05 |
Beverages | 1.19 | - |
Aerospace & Defense | - | 10.59 |
Chemicals & Petrochemicals | - | 2.82 |
Realty | - | 5.62 |
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