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 Risk | Very High Risk |
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 | -4.96% | -2.73% |
6 Month | -14.22% | -8.26% |
1 Year | -3.42% | 6.88% |
3 Year | 13.22% | 15.84% |
5 Year | 18.5% | 17.86% |
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 | -15.75% | -4.69% |
3 Year | 12.12% | 14.94% |
5 Year | 17.46% | 19.22% |
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 | 0.49% | 0.67% |
Beta | 0.96% | 0.89% |
Alpha | -2.64% | -0.25% |
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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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