Tata Large & Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2420 Cr | ₹7943 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2019 | 31 Mar 2003 |
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% | 10.69% |
Expense Ratio | 1.96 | 1.77 |
Manager | Abhinav Khandelwal | Chandraprakash Padiyar |
ISIN Code | INF174V01911 | INF277K01428 |
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 | Tata Large & Mid 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 & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | -4.48% | -1.39% |
6 Month | -17.01% | -13.7% |
1 Year | -7.46% | 1.81% |
3 Year | 12.44% | 15.49% |
5 Year | 20.42% | 18.81% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | -12.09% | -9.1% |
1 Year | -24.72% | -15.99% |
3 Year | 8.41% | 10.01% |
5 Year | 14.66% | 14.65% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 27.08% | 16.65% |
3 Year | 23.63% | 15.07% |
5 Year | 20.22% | 14.35% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.751% | 11.3% |
Sharp | 0.435% | 0.58% |
Beta | 0.96% | 0.84% |
Alpha | 0.224% | -0.13% |
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Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Chandraprakash Padiyar |
Total AUM | ₹5522 Cr | ₹15627 Cr |
Fund Manage | 5 | 3 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 2.9377 | 6.22963 |
Large Cap | 42.67342 | 43.54581 |
Mid Cap | 38.32607 | 35.76137 |
Small Cap | 16.06286 | 14.46316 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 3.4575 | 6.02601 |
Communication Services | 4.0149 | 5.28001 |
Energy | 6.73141 | 4.4596 |
Financial Services | 30.21553 | 32.65117 |
Technology | 9.15657 | 4.55263 |
Industrials | 7.99665 | 10.84194 |
Consumer Cyclical | 15.50692 | 7.268 |
Consumer Defensive | 4.87805 | 6.9213 |
Healthcare | 9.51395 | 6.78899 |
Basic Materials | 6.49876 | 11.07131 |
Utilities | 2.02981 | 1.93949 |
Real Estate | - | 2.19952 |
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