Tata Large Cap Fund vs Mahindra Manulife Large Cap Fund compare

Link copied to clipboard!

tortoise-icon Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Invest Now

tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High Very High
Asset Size (Cr) ₹511 Cr ₹2316 Cr ₹2316 Cr
Min Investment ₹1000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100 ₹100
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 08 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 2.37 2.05 2.05
Manager Abhinav Khandelwal Kapil Malhotra Kapil Malhotra
ISIN Code INF174V01697 INF277K01931 INF277K01931
Exits Load Exit load of 1% if redeemed within 3 months./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./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 -5.57% -6.79% -6.79%
6 Month 3.58% 2.34% 2.34%
1 Year 22.78% 23.34% 23.34%
3 Year 10.43% 11.7% 11.7%
5 Year 15.02% 15.37% 15.37%

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 14.43% 14.35% 14.35%
3 Year 17.83% 19.1% 19.1%
5 Year 18.21% 19.51% 19.51%

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 15.14% 13.29% 13.29%
3 Year 15.81% 13.26% 13.26%
5 Year 16.84% 13.56% 13.56%

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 11.79% 12.66% 12.66%
Sharp 0.89% 0.54% 0.54%
Beta 0.91% 0.98% 0.98%
Alpha 0.51% 0.46% 0.46%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.36 1.57 1.57
Large Cap 81.5 86.91 86.91
Mid Cap 11.79 6.74 6.74
Small Cap 3.35 4.78 4.78

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 1.92 1.55 1.55
Automobiles 4.97 - -
Petroleum Products 7.61 - -
IT - Software 11.43 - -
Personal Products 2.48 - -
Construction 4.56 5.73 5.73
Non - Ferrous Metals 0.87 - -
Banks 26.66 - -
Cement & Cement Products 3.08 - -
Pharmaceuticals & Biotechnology 4.32 - -
Agricultural Food & other Products 1.18 - -
Telecom - Services 3.26 - -
Gas 2 - -
Diversified FMCG 4.03 - -
Consumer Durables 2.15 - -
Retailing 3.52 - -
Oil 1.5 - -
Food Products 1.84 - -
Auto Components 1.89 - -
Power 3.68 - -
Industrial Products 0.96 - -
Chemicals & Petrochemicals 1.33 - -
Industrial Manufacturing 1.35 - -
Finance 2 - -
Insurance 1.41 0.7 0.7
Materials - 3.91 3.91
Energy - 17.34 17.34
Capital Goods - 5.76 5.76
Technology - 8.66 8.66
Consumer Staples - 8.69 8.69
Metals & Mining - 2.31 2.31
Financial - 27.64 27.64
Healthcare - 6 6
Automobile - 6.34 6.34
Communication - 0.81 0.81
Services - 4.56 4.56

Top Comparisons

Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Regular Plan - Growth Option Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Regular Plan - Growth Option

3Y Returns5.6%

VS

ICICI Prudential Income Optimizer Fund (FOF) - Growth ICICI Prudential Income Optimizer Fund (FOF) - Growth

3Y Returns10.83%

Compare Now

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns6.4%

VS

HSBC Short Duration Fund - Regular Growth HSBC Short Duration Fund - Regular Growth

3Y Returns5.41%

Compare Now

DSP Global Innovation Fund of Fund - Regular - Growth DSP Global Innovation Fund of Fund - Regular - Growth

3Y Returns0%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns11.03%

Compare Now

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns11.77%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns14.73%

Compare Now
Request call back
Add to Cart Successfully