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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 -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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