Mahindra Manulife Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare

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

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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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 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) ₹2378 Cr ₹25613 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2019 28 Feb 1993
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 1.95 1.62
Manager Abhinav Khandelwal Pradeep Kesavan
ISIN Code INF174V01911 INF200K01305
Exits Load Exit load of 1%, if redeemed within 3 months./365 Exit load of 0.10% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month 3.93% 4.75%
6 Month 18.83% 22.89%
1 Year 36.35% 33.17%
3 Year 20.01% 20.4%
5 Year - 24.24%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month - -
1 Year 17.12% 15.66%
3 Year 43% 38.91%
5 Year 78.86% 82.14%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year 28.21% 24.32%
3 Year 63.42% 62.63%
5 Year 84.98% 88.93%

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 1.04% 1.11%
Beta 0.93% 0.87%
Alpha 0.63% 1.31%

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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
Fund Manage 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 6.24 4.58
Large Cap 46.45 43.12
Mid Cap 37.95 37.95
Small Cap 9.36 14.36

Sector Allocation

Scheme Name

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

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 3.28 2.46
Automobile 9.79 9.22
Communication 7.34 2.48
Energy 14.6 5.68
Services 2.11 6.84
Technology 6.75 8.51
Materials 4.93 7.45
Construction 4.11 1.36
Chemicals 0.69 1.14
Healthcare 10.28 10.26
Financial 17.64 20.76
Metals & Mining 7.49 7.38
Consumer Staples 2.23 5.38
Capital Goods 6.17 3.07
Consumer Discretionary 1.34 5.2
Diversified 0.46 -
Textiles 0.79 1.55
Insurance - 1.27

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