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

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

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

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)	₹2378 Cr	₹3441 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	30 Dec 2019	01 Aug 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	2.01
Manager	Abhinav Khandelwal	V Srivatsa
ISIN Code	INF174V01911	INF789F01869
Exits Load	Exit load of 1%, if redeemed within 3 months./365	Exit load of 1% if redeemed less than 1 year/365

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	5.51%	6.2%
6 Month	19.78%	30.44%
1 Year	37.79%	48.34%
3 Year	20.31%	23.48%
5 Year	-	25.74%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	17.12%	20.28%
3 Year	43%	48.68%
5 Year	78.86%	94.84%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	28.21%	26.93%
3 Year	63.42%	69.55%
5 Year	84.98%	104.13%

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	1.04%	1.22%
Beta	0.93%	0.93%
Alpha	0.63%	2.82%

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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

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	6.24	1.84
Large Cap	46.45	44.52
Mid Cap	37.95	36.43
Small Cap	9.36	11.62

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	3.28	0.11
Automobile	9.79	-
Communication	7.34	-
Energy	14.6	-
Services	2.11	-
Technology	6.75	-
Materials	4.93	-
Construction	4.11	2.05
Chemicals	0.69	-
Healthcare	10.28	-
Financial	17.64	-
Metals & Mining	7.49	-
Consumer Staples	2.23	-
Capital Goods	6.17	-
Consumer Discretionary	1.34	-
Diversified	0.46	-
Textiles	0.79	-
Automobiles	-	3.96
Telecom - Services	-	4.43
Petroleum Products	-	2.77
IT - Software	-	9.17
Cement & Cement Products	-	1.97
Pharmaceuticals & Biotechnology	-	7.43
Transport Services	-	2.93
Non - Ferrous Metals	-	0.85
Banks	-	22.13
Healthcare Services	-	1.17
Gas	-	2.61
Diversified FMCG	-	3.51
Fertilizers & Agrochemicals	-	1.65
Insurance	-	4.7
Diversified Metals	-	1.27
Realty	-	1.61
Ferrous Metals	-	1.14
Oil	-	1.32
Capital Markets	-	1.54
Consumer Durables	-	1.24
Textiles & Apparels	-	2.29
Other Consumer Services	-	0.52
Auto Components	-	1.66
Chemicals & Petrochemicals	-	0.8
Personal Products	-	1.58
Finance	-	3.75
Power	-	1.21
Paper, Forest & Jute Products	-	0.91
Leisure Services	-	2.13