PGIM India Large and Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2420 Cr | ₹602 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2019 | 12 Feb 2024 |
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% | % |
Expense Ratio | 1.96 | 2.33 |
Manager | Abhinav Khandelwal | Vinay Paharia |
ISIN Code | INF174V01911 | INF663L01X88 |
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 | PGIM India Large and Midcap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Month | 4.82% | 3.25% |
6 Month | -7.36% | -2.65% |
1 Year | 3.31% | 12.21% |
3 Year | 13.61% | - |
5 Year | 26.13% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
6 Month | -1.16% | 1.18% |
1 Year | -9.39% | 0.47% |
3 Year | 13.83% | - |
5 Year | 17.25% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Year | 27.08% | - |
3 Year | 23.63% | - |
5 Year | 20.22% | - |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 13.32% | - |
Sharp | 0.4% | - |
Beta | 0.95% | - |
Alpha | -2.87% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Name | Abhinav Khandelwal | Vinay Paharia |
Total AUM | ₹5522 Cr | ₹0 Cr |
Funds Managed | 5 | 10 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 5.82 | 5.78 |
Large Cap | 45.11 | 50.23 |
Mid Cap | 35.71 | 39.15 |
Small Cap | 13.36 | 4.84 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 5.81 | 5.78 |
Communication Services | 5.06 | 6.13 |
Energy | 3.96 | 4.59 |
Financial Services | 31.63 | 22.15 |
Industrials | 6.95 | 12.98 |
Consumer Cyclical | 15.09 | 14.08 |
Consumer Defensive | 4.11 | 3.83 |
Technology | 8.07 | 10.7 |
Healthcare | 8.38 | 9.99 |
Basic Materials | 7.55 | 7.99 |
Utilities | 3.39 | 1.09 |
Real Estate | - | 0.69 |
Top Comparisons
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns23.05%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns25.04%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns6.89%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.06%
HDFC Multi-Asset Fund - Growth Option
3Y Returns13.16%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns17.64%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns13.89%