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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) ₹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 7.82% 6.65%
6 Month -10.28% -7.38%
1 Year 0.44% 6.53%
3 Year 12.59% 15.57%
5 Year 25.11% 23.53%

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 -4.79% -2.52%
1 Year -16.42% -10.01%
3 Year 10.81% 11.46%
5 Year 15.37% 14.99%

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 13.32% 11.3%
Sharp 0.4% 0.61%
Beta 0.95% 0.86%
Alpha -2.87% 0.19%

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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
Funds Managed 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 5.82 5.97
Large Cap 45.11 43.35
Mid Cap 35.71 36.2
Small Cap 13.36 14.48

Sector Allocation

Scheme Name

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

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

Others 5.81 5.77
Communication Services 5.06 5.31
Energy 3.96 4.53
Financial Services 31.63 33.79
Industrials 6.95 11.22
Consumer Cyclical 15.09 6.92
Consumer Defensive 4.11 6.26
Technology 8.07 4.49
Healthcare 8.38 6.97
Basic Materials 7.55 11.06
Utilities 3.39 1.73
Real Estate - 1.96

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