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) ₹2514 Cr ₹28660 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 1.95 1.6
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 2.3% 0.97%
6 Month -1.69% 2.87%
1 Year 15.97% 20.48%
3 Year 16.49% 17.7%
5 Year - 20.95%

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 5.97% 12.98%
3 Year 20.76% 21.12%
5 Year - 23.04%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year 30.23% 14.63%
3 Year 24.26% 14.55%
5 Year - 14.82%

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 0.77% 0.92%
Beta 0.93% 0.87%
Alpha -0.74% 1.17%

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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 6.51 5.09
Large Cap 42.96 41.17
Mid Cap 35.08 37.57
Small Cap 15.45 16.17

Sector Allocation

Scheme Name

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

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 6.51 5.09
Telecom - Services 1.43 3.28
Petroleum Products 5.35 3.53
Finance 4.97 3.31
IT - Services 0.94 -
Cement & Cement Products 1.41 5.32
Transport Services 3.25 0.93
Diversified FMCG 4.64 2.23
Banks 12.14 15.57
Electrical Equipment 1.55 -
Agricultural, Commercial & Construction Vehicles 0.67 1.96
Leisure Services 1.62 1.8
Automobiles 2.28 0.99
Capital Markets 6.57 2.87
Agricultural Food & other Products 1.01 -
Gas 0.97 0.42
Pharmaceuticals & Biotechnology 7.53 9.78
Consumer Durables 0.98 4.67
Insurance 2.84 1.13
IT - Software 8.61 8.62
Personal Products 1.32 2.9
Oil 0.98 -
Auto Components 6.75 5.52
Fertilizers & Agrochemicals 3.2 -
Other Utilities 0.87 -
Industrial Products 1.35 1.74
Power 3.59 2.87
Industrial Manufacturing 2.12 1.8
Paper, Forest & Jute Products 0.94 -
Retailing 2.42 1.04
Beverages 1.19 1.04
Non - Ferrous Metals - 3.64
Ferrous Metals - 2.43
Chemicals & Petrochemicals - 1.1
Construction - 1.27
Food Products - 0.57
Healthcare Services - 0.71
Textiles & Apparels - 1.87

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