Mahindra Manulife Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2514 Cr | ₹6871 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Dec 2019 | 27 Feb 2007 |
| 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 | 1.79 |
| Manager | Abhinav Khandelwal | Ashish Aggarwal |
| ISIN Code | INF174V01911 | INF903J01DT1 |
| 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 | Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.85% | -6.22% |
| 6 Month | -6.52% | -3.89% |
| 1 Year | 7.6% | 13.2% |
| 3 Year | 13.49% | 12.27% |
| 5 Year | 20.03% | 16.12% |
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -3.19% | 3.35% |
| 3 Year | 17.4% | 17.63% |
| 5 Year | - | 19.13% |
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 30.23% | 11.17% |
| 3 Year | 24.26% | 14.16% |
| 5 Year | - | 12.32% |
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.32% | 12.94% |
| Sharp | 0.68% | 0.93% |
| Beta | 0.92% | 0.94% |
| Alpha | -0.52% | -2.61% |
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| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Ashish Aggarwal |
| Total AUM | ₹5522 Cr | ₹9635 Cr |
| Fund Manage | 5 | 7 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.51 | 5.24 |
| Large Cap | 42.96 | 48.56 |
| Mid Cap | 35.08 | 36.97 |
| Small Cap | 15.45 | 9.27 |
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.51 | 5.24 |
| Telecom - Services | 1.43 | 3.28 |
| Petroleum Products | 5.35 | 5.01 |
| Finance | 4.97 | 2.61 |
| IT - Services | 0.94 | 0.85 |
| Cement & Cement Products | 1.41 | 1.64 |
| Transport Services | 3.25 | 0.73 |
| Diversified FMCG | 4.64 | 1.87 |
| Banks | 12.14 | 17.11 |
| Electrical Equipment | 1.55 | 3.51 |
| Agricultural, Commercial & Construction Vehicles | 0.67 | - |
| Leisure Services | 1.62 | 2.31 |
| Automobiles | 2.28 | 1.67 |
| Capital Markets | 6.57 | 1.42 |
| Agricultural Food & other Products | 1.01 | 0.84 |
| Gas | 0.97 | - |
| Pharmaceuticals & Biotechnology | 7.53 | 6.44 |
| Consumer Durables | 0.98 | 4.37 |
| Insurance | 2.84 | 0.94 |
| IT - Software | 8.61 | 6.69 |
| Personal Products | 1.32 | - |
| Oil | 0.98 | - |
| Auto Components | 6.75 | 7.41 |
| Fertilizers & Agrochemicals | 3.2 | 1.14 |
| Other Utilities | 0.87 | - |
| Industrial Products | 1.35 | 3.29 |
| Power | 3.59 | 2.69 |
| Industrial Manufacturing | 2.12 | - |
| Paper, Forest & Jute Products | 0.94 | - |
| Retailing | 2.42 | 3.96 |
| Beverages | 1.19 | 2.67 |
| Construction | - | 2.19 |
| Healthcare Services | - | 3.19 |
| Non - Ferrous Metals | - | 1.35 |
| Aerospace & Defense | - | 0.87 |
| Realty | - | 2.38 |
| Household Products | - | 0.93 |
| Financial Technology (Fintech) | - | 0.12 |
| Consumable Fuels | - | 0.54 |
| Transport Infrastructure | - | 0.78 |
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