Mahindra Manulife Large Cap Fund vs Sundaram Large Cap Fund Regular Plan compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹587 Cr | ₹3319 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 18 Mar 2019 | 01 Oct 2020 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 101% | 23% |
Expense Ratio | 2.35 | 1.93 |
Manager | Abhinav Khandelwal | Sudhir Kedia |
ISIN Code | INF174V01697 | INF903JA1IZ3 |
Exits Load | Mahindra Manulife Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Sundaram Large 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 Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.02% | 1.52% |
6 Month | -7.42% | -9.83% |
1 Year | 1.97% | -1.41% |
3 Year | 10.26% | 9.44% |
5 Year | 20.54% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -1.3% | -3.57% |
1 Year | -6.93% | -10.26% |
3 Year | 11.62% | 8.81% |
5 Year | 13.41% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.21% | 16.09% |
3 Year | 15.48% | 15.35% |
5 Year | 15.92% | - |
Risk Management
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.761% | 12.412% |
Sharp | 0.415% | 0.415% |
Beta | 0.944% | 0.927% |
Alpha | -1.519% | -1.547% |
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Fund Managers
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Name | Abhinav Khandelwal | Sudhir Kedia |
Total AUM | ₹5522 Cr | ₹10423 Cr |
Funds Managed | 5 | 8 |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.1 | 4.17 |
Large Cap | 83.74 | 86.51 |
Mid Cap | 7.26 | 7.49 |
Small Cap | 3.91 | 1.84 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.18 | 4.17 |
Energy | 7.8 | 5.73 |
Technology | 9.98 | 10.54 |
Consumer Defensive | 7.01 | 5.97 |
Industrials | 11.63 | 9.32 |
Healthcare | 5.53 | 7.65 |
Financial Services | 34.18 | 34.16 |
Basic Materials | 5.43 | 4 |
Consumer Cyclical | 9.13 | 10.65 |
Communication Services | 4.02 | 5.88 |
Utilities | 2.11 | 1.92 |
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