UTI 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 UTI 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 UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2514 Cr ₹3976 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Dec 2019 30 Jul 2005
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% 32%
Expense Ratio 1.95 1.96
Manager Abhinav Khandelwal V Srivatsa
ISIN Code INF174V01911 INF789F01869
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 UTI Large & Mid Cap Fund - 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 UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 2.3% 2%
6 Month -1.69% 6.08%
1 Year 15.97% 28.88%
3 Year 16.49% 21.75%
5 Year - 23.32%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 5.97% 19.86%
3 Year 20.76% 28.13%
5 Year - 27.17%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 30.23% 9.13%
3 Year 24.26% 8.77%
5 Year - 10.7%

Risk Management

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.32% 12.33%
Sharp 0.77% 1.09%
Beta 0.93% 0.92%
Alpha -0.74% 3.45%

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Fund Managers

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name Abhinav Khandelwal V Srivatsa
Total AUM ₹5522 Cr ₹7921 Cr
Fund Manage 5 3
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

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

Others 6.51 5.17
Large Cap 42.96 45.28
Mid Cap 35.08 37.38
Small Cap 15.45 12.2

Sector Allocation

Scheme Name

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

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

Others 6.51 5.17
Telecom - Services 1.43 5.34
Petroleum Products 5.35 1.73
Finance 4.97 4.84
IT - Services 0.94 -
Cement & Cement Products 1.41 2.96
Transport Services 3.25 2.93
Diversified FMCG 4.64 3.74
Banks 12.14 20.76
Electrical Equipment 1.55 -
Agricultural, Commercial & Construction Vehicles 0.67 -
Leisure Services 1.62 2.22
Automobiles 2.28 2.85
Capital Markets 6.57 2.48
Agricultural Food & other Products 1.01 -
Gas 0.97 1.98
Pharmaceuticals & Biotechnology 7.53 6.78
Consumer Durables 0.98 1.34
Insurance 2.84 5.66
IT - Software 8.61 9.63
Personal Products 1.32 0.68
Oil 0.98 -
Auto Components 6.75 1.74
Fertilizers & Agrochemicals 3.2 1.4
Other Utilities 0.87 -
Industrial Products 1.35 0.35
Power 3.59 1.61
Industrial Manufacturing 2.12 -
Paper, Forest & Jute Products 0.94 0.64
Retailing 2.42 -
Beverages 1.19 -
Construction - 1.73
Textiles & Apparels - 2.2
Healthcare Services - 1.43
Diversified Metals - 2.53
Realty - 1.63
Ferrous Metals - 1.22
Other Consumer Services - 0.83
Chemicals & Petrochemicals - 0.74
Entertainment - 0.89

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