SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Mahindra Manulife Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹587 Cr | ₹1044 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Mar 2019 | 31 Jan 2024 |
Category | Large Cap | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 50 Equal Weight TRI |
Turn Over | 101% | % |
Expense Ratio | 2.35 | 1.02 |
Manager | Abhinav Khandelwal | Viral Chhadva |
ISIN Code | INF174V01697 | INF200KA18Z7 |
Exits Load | Mahindra Manulife Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | SBI Nifty50 Equal Weight Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
1 Month | -1.19% | -0.89% |
6 Month | -10.74% | -10.4% |
1 Year | 5.27% | 2.42% |
3 Year | 10.76% | - |
5 Year | 14.32% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | - | - |
1 Year | -6.3% | - |
3 Year | 11.64% | - |
5 Year | 14.27% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
1 Year | 15.21% | 6.48% |
3 Year | 15.48% | - |
5 Year | 15.92% | - |
Risk Management
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 12.761% | - |
Sharp | 0.415% | - |
Beta | 0.944% | - |
Alpha | -1.519% | - |
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Fund Managers
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Name | Abhinav Khandelwal | Viral Chhadva |
Total AUM | ₹5522 Cr | ₹0 Cr |
Fund Manage | 5 | 1 |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Market Cap
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 2.5 | 2 |
Large Cap | 85.93 | 95.87 |
Mid Cap | 7.73 | 2.13 |
Small Cap | 3.84 | - |
Sector Allocation
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 2.5 | 0.22 |
Petroleum Products | 7.69 | - |
IT - Software | 10.19 | - |
Personal Products | 1.89 | - |
Construction | 5.13 | 1.98 |
Healthcare Services | 0.67 | - |
Diversified FMCG | 4.66 | - |
Banks | 28.56 | - |
Non - Ferrous Metals | 1.04 | - |
Cement & Cement Products | 2.75 | - |
Pharmaceuticals & Biotechnology | 5.11 | - |
Automobiles | 4.37 | - |
Aerospace & Defense | 1.56 | - |
Agricultural Food & other Products | 1.34 | - |
Consumer Durables | 4.4 | - |
Chemicals & Petrochemicals | 1.66 | - |
Retailing | 1 | - |
Telecom - Services | 3.91 | - |
Transport Services | 1.16 | - |
Finance | 3.27 | - |
Insurance | 1.95 | 3.52 |
Power | 2.68 | - |
Textiles & Apparels | 1.49 | - |
Leisure Services | 1.02 | - |
Energy | - | 10.28 |
Technology | - | 10.79 |
Metals & Mining | - | 6.68 |
Materials | - | 8.23 |
Consumer Staples | - | 9.64 |
Financial | - | 17.93 |
Healthcare | - | 9.72 |
Automobile | - | 12.82 |
Consumer Discretionary | - | 1.7 |
Communication | - | 2.16 |
Services | - | 4.33 |
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