- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Large and Midcap Fund Regular Plan vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| 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) | ₹2420 Cr | ₹6470 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 | 1.96 | 1.85 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.82% | 7.12% |
| 6 Month | -10.28% | -8.17% |
| 1 Year | 0.44% | 8.51% |
| 3 Year | 12.59% | 13.21% |
| 5 Year | 25.11% | 23.18% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.79% | -4.12% |
| 1 Year | -16.42% | -11.63% |
| 3 Year | 10.81% | 12.32% |
| 5 Year | 15.37% | 15% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 27.08% | 11.53% |
| 3 Year | 23.63% | 14.16% |
| 5 Year | 20.22% | 12.49% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.32% | 14.877% |
| Sharp | 0.4% | 0.357% |
| Beta | 0.95% | 0.998% |
| Alpha | -2.87% | -1.131% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
| Funds Managed | 5 | 7 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.82 | 3.47 |
| Large Cap | 45.11 | 52.13 |
| Mid Cap | 35.71 | 35.95 |
| Small Cap | 13.36 | 8.46 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.81 | 3.47 |
| Communication Services | 5.06 | 5.74 |
| Energy | 3.96 | 6.53 |
| Financial Services | 31.63 | 23.3 |
| Industrials | 6.95 | 12.24 |
| Consumer Cyclical | 15.09 | 16.44 |
| Consumer Defensive | 4.11 | 5.14 |
| Technology | 8.07 | 7.5 |
| Healthcare | 8.38 | 9.93 |
| Basic Materials | 7.55 | 4.8 |
| Utilities | 3.39 | 2.39 |
| Real Estate | - | 2.54 |
Top Comparisons
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns3.39%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns7.08%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns17.44%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns15.18%
Kotak Bond Fund (G)
3Y Returns7.22%
Kotak Bond Fund - Regular Plan Growth
3Y Returns7.22%
SBI International Access - US Equity FoF - Regular Plan - Growth
3Y Returns8.07%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns16.07%
