Compare Mutual Funds
Pros | Beats FD returns for both 3Y & 5Y duration. | Larger AUM within category. Beats FD returns for both 3Y & 5Y. | ||
Cons | - | 5Y returns in the bottom 25% of the category. |
INDMoney rank | - | 15/21 | ||
Category | Equity, Large & Mid-Cap | Equity, Large & Mid-Cap | ||
Fund Age | 6 Years 5 Months | 13 Years 6 Months | ||
Fund AUM | ₹2453 Cr | ₹38138 Cr | ||
Min Investment |
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Expense Ratio | 0.58% | 0.63% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty LargeMidcap 250 TR INR | Nifty LargeMidcap 250 TR INR |
No of Holdings | 67 | 88 | ||
Top 5 Holdings |
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No of Sectors | 13 | 13 | ||
Top 3 Sectors |
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Equity % | 94.02% | 98.9% | ||
Debt % | - | 0% | ||
P/E | 25.16 | 23.69 | ||
P/B | 3.21 | 2.85 | ||
Credit Quality | - | - | ||
Modified Duration | - | 0.77 | ||
YTM | - | 7.05 |
1-Month Return | 8.28% | 8.8% | ||
3-Month Return | -0.39% | -0.75% | ||
6-Month Return | -1.72% | -0.89% | ||
1-Year Return | 7.89% | 11.06% | ||
3-Year Return | 18.06% | 17.68% | ||
5-Year Return | 16.69% | 14.63% |
Sharpe | 0.7 | 0.66 | ||
Alpha | -0.01 | -0.98 | ||
Beta | 0.94 | 1 | ||
Standard Deviation | 15.75 | 16.2 | ||
Information Ratio | -0.18 | -0.58 |
Description | Mahindra Manulife Large & Mid Cap Fund is an equity fund.The fund could potentially beat inflation in the long-run. | Mirae Asset Large & Midcap Fund is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Kirti Dalvi, Neelesh Dhamnaskar | Neelesh Surana, Ankit Jain |
