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 Risk | Very High Risk |
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 | -4.96% | -2.83% |
6 Month | -14.22% | -8.42% |
1 Year | -3.42% | 8.18% |
3 Year | 13.22% | - |
5 Year | 18.5% | - |
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 Year | -15.75% | - |
3 Year | 12.12% | - |
5 Year | 17.46% | - |
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 | 0.49% | - |
Beta | 0.96% | - |
Alpha | -2.64% | - |
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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 |
Fund Manage | 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 | 6.51 | 9.12 |
Large Cap | 42.96 | 50.49 |
Mid Cap | 35.08 | 35.41 |
Small Cap | 15.45 | 4.98 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 6.51 | 7.06 |
Telecom - Services | 1.43 | - |
Petroleum Products | 5.35 | - |
Finance | 4.97 | - |
IT - Services | 0.94 | - |
Cement & Cement Products | 1.41 | - |
Transport Services | 3.25 | - |
Diversified FMCG | 4.64 | - |
Banks | 12.14 | - |
Electrical Equipment | 1.55 | - |
Agricultural, Commercial & Construction Vehicles | 0.67 | - |
Leisure Services | 1.62 | - |
Automobiles | 2.28 | - |
Capital Markets | 6.57 | - |
Agricultural Food & other Products | 1.01 | - |
Gas | 0.97 | - |
Pharmaceuticals & Biotechnology | 7.53 | - |
Consumer Durables | 0.98 | - |
Insurance | 2.84 | 3.62 |
IT - Software | 8.61 | - |
Personal Products | 1.32 | - |
Oil | 0.98 | - |
Auto Components | 6.75 | - |
Fertilizers & Agrochemicals | 3.2 | - |
Other Utilities | 0.87 | - |
Industrial Products | 1.35 | - |
Power | 3.59 | - |
Industrial Manufacturing | 2.12 | - |
Paper, Forest & Jute Products | 0.94 | - |
Retailing | 2.42 | - |
Beverages | 1.19 | - |
Financial | - | 18.13 |
Energy | - | 7.38 |
Materials | - | 3.42 |
Technology | - | 5.79 |
Construction | - | 3.32 |
Healthcare | - | 9.45 |
Services | - | 13.34 |
Capital Goods | - | 8.78 |
Automobile | - | 8.07 |
Consumer Staples | - | 1.74 |
Consumer Discretionary | - | 2.74 |
Communication | - | 2.71 |
Chemicals | - | 2.58 |
Diversified | - | 1.08 |
Textiles | - | 0.79 |
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