Tata Large Cap Fund vs Mahindra Manulife Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹587 Cr | ₹2408 Cr | ₹2408 Cr |
Min Investment | ₹1000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 18 Mar 2019 | 07 May 1998 | 07 May 1998 |
Category | Large Cap | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 101% | 20.36% | 20.36% |
Expense Ratio | 2.35 | 2.04 | 2.04 |
Manager | Abhinav Khandelwal | Kapil Malhotra | Kapil Malhotra |
ISIN Code | INF174V01697 | INF277K01931 | INF277K01931 |
Exits Load | Mahindra Manulife Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap 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 Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Month | -1.19% | -2.35% | -2.35% |
6 Month | -10.74% | -10.76% | -10.76% |
1 Year | 5.27% | 4.64% | 4.64% |
3 Year | 10.76% | 11.91% | 11.91% |
5 Year | 14.32% | 14.42% | 14.42% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
6 Month | - | - | - |
1 Year | -6.78% | -7.82% | -7.82% |
3 Year | 11.68% | 12.28% | 12.28% |
5 Year | 14.53% | 15.54% | 15.54% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Year | 15.21% | 13.34% | 13.34% |
3 Year | 15.48% | 13.25% | 13.25% |
5 Year | 15.92% | 13.65% | 13.65% |
Risk Management
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 12.761% | 12.66% | 12.66% |
Sharp | 0.415% | 0.44% | 0.44% |
Beta | 0.944% | 0.98% | 0.98% |
Alpha | -1.519% | -0.08% | -0.08% |
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Fund Managers
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Name | Abhinav Khandelwal | Kapil Malhotra | Kapil Malhotra |
Total AUM | ₹5522 Cr | ₹18472 Cr | ₹18472 Cr |
Fund Manage | 5 | 7 | 7 |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 2.5 | 3.07 | 3.07 |
Large Cap | 85.93 | 83.72 | 83.72 |
Mid Cap | 7.73 | 7.34 | 7.34 |
Small Cap | 3.84 | 5.87 | 5.87 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 2.5 | 3.07 | 3.07 |
Petroleum Products | 7.69 | 6.57 | 6.57 |
IT - Software | 10.19 | 9.69 | 9.69 |
Personal Products | 1.89 | 3.6 | 3.6 |
Construction | 5.13 | 4.06 | 4.06 |
Healthcare Services | 0.67 | - | - |
Diversified FMCG | 4.66 | 2.3 | 2.3 |
Banks | 28.56 | 22.96 | 22.96 |
Non - Ferrous Metals | 1.04 | - | - |
Cement & Cement Products | 2.75 | 1.96 | 1.96 |
Pharmaceuticals & Biotechnology | 5.11 | 7.72 | 7.72 |
Automobiles | 4.37 | 6.61 | 6.61 |
Aerospace & Defense | 1.56 | - | - |
Agricultural Food & other Products | 1.34 | 1.72 | 1.72 |
Consumer Durables | 4.4 | 2.97 | 2.97 |
Chemicals & Petrochemicals | 1.66 | - | - |
Retailing | 1 | - | - |
Telecom - Services | 3.91 | 0.67 | 0.67 |
Transport Services | 1.16 | 0.67 | 0.67 |
Finance | 3.27 | 3.57 | 3.57 |
Insurance | 1.95 | 1.64 | 1.64 |
Power | 2.68 | 7.26 | 7.26 |
Textiles & Apparels | 1.49 | - | - |
Leisure Services | 1.02 | - | - |
Electrical Equipment | - | 2.83 | 2.83 |
Ferrous Metals | - | 0.96 | 0.96 |
Capital Markets | - | 1.56 | 1.56 |
Gas | - | 1.24 | 1.24 |
IT - Services | - | 1.22 | 1.22 |
Diversified Metals | - | 1.23 | 1.23 |
Realty | - | 1.02 | 1.02 |
Industrial Manufacturing | - | 0.85 | 0.85 |
Transport Infrastructure | - | 1.4 | 1.4 |
Food Products | - | 0.65 | 0.65 |
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