Tata Large & Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare

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

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

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Chart Comparison

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

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) ₹2378 Cr ₹7968 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2019 31 Mar 1993
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 1.95 1.78
Manager Abhinav Khandelwal Chandraprakash Padiyar
ISIN Code INF174V01911 INF277K01428
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 90 days/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 -9.11% -6.61%
6 Month 2.51% 6.47%
1 Year 24.38% 24.86%
3 Year 13.15% 14.68%
5 Year - 18.74%

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 - -
1 Year 11.72% 18.96%
3 Year 21.83% 21.93%
5 Year - 21.97%

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 30.23% 16.6%
3 Year 24.26% 15.03%
5 Year - 14.28%

Risk Management

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Standard Deviation 13.32% 11.3%
Sharp 0.7% 0.88%
Beta 0.93% 0.83%
Alpha -0.95% 1.29%

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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 6.24 4.82
Large Cap 46.45 42.67
Mid Cap 37.95 40.55
Small Cap 9.36 11.96

Sector Allocation

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 3.28 4.68
Automobile 9.79 7.72
Communication 7.34 5.05
Energy 14.6 5.69
Services 2.11 4.69
Technology 6.75 3.31
Materials 4.93 4.09
Construction 4.11 1.81
Chemicals 0.69 6.92
Healthcare 10.28 6.49
Financial 17.64 31.45
Metals & Mining 7.49 1.77
Consumer Staples 2.23 9.54
Capital Goods 6.17 6.79
Consumer Discretionary 1.34 -
Diversified 0.46 -
Textiles 0.79 -

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