Mahindra Manulife Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2420 Cr | ₹28677 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2019 | 25 May 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% | 25% |
Expense Ratio | 1.96 | 1.61 |
Manager | Abhinav Khandelwal | Pradeep Kesavan |
ISIN Code | INF174V01911 | INF200K01305 |
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 | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Month | 7.82% | 5.27% |
6 Month | -10.28% | -6.12% |
1 Year | 0.44% | 10.3% |
3 Year | 12.59% | 15.38% |
5 Year | 25.11% | 26.21% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | -1.16% | -0.01% |
1 Year | -9.39% | -2.09% |
3 Year | 13.83% | 15.99% |
5 Year | 17.25% | 18.9% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Year | 27.08% | 14.74% |
3 Year | 23.63% | 14.69% |
5 Year | 20.22% | 14.88% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | 13.32% | 11.75% |
Sharp | 0.4% | 0.65% |
Beta | 0.95% | 0.84% |
Alpha | -2.87% | 0.73% |
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Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Name | Abhinav Khandelwal | Pradeep Kesavan |
Total AUM | ₹5522 Cr | ₹434274 Cr |
Funds Managed | 5 | 43 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 5.82 | 7.11 |
Large Cap | 45.11 | 40.15 |
Mid Cap | 35.71 | 35.86 |
Small Cap | 13.36 | 16.88 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 5.81 | 6.15 |
Communication Services | 5.06 | 3 |
Energy | 3.96 | 3.33 |
Financial Services | 31.63 | 26.38 |
Industrials | 6.95 | 10 |
Consumer Cyclical | 15.09 | 11.6 |
Consumer Defensive | 4.11 | 5.56 |
Technology | 8.07 | 7.31 |
Healthcare | 8.38 | 10.94 |
Basic Materials | 7.55 | 13.6 |
Utilities | 3.39 | 2.14 |
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