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
| 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) | ₹2378 Cr | ₹6862 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2019 | 10 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 | 1.8 |
| Manager | Abhinav Khandelwal | Ashish Aggarwal |
| ISIN Code | INF174V01911 | INF903J01DT1 |
| Exits Load | Exit load of 1%, if redeemed within 3 months./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.51% | 1.74% |
| 6 Month | 19.78% | 20.95% |
| 1 Year | 37.79% | 45.53% |
| 3 Year | 20.31% | 21.07% |
| 5 Year | - | 24.83% |
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.12% | 16.68% |
| 3 Year | 43% | 36.77% |
| 5 Year | 78.86% | 71.73% |
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 28.21% | 21.86% |
| 3 Year | 63.42% | 54.63% |
| 5 Year | 84.98% | 79.56% |
| 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 | 1.04% | 0.93% |
| Beta | 0.93% | 0.94% |
| Alpha | 0.63% | -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 | 6.24 | 5.32 |
| Large Cap | 46.45 | 52.7 |
| Mid Cap | 37.95 | 36.68 |
| Small Cap | 9.36 | 5.29 |
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.28 | 2.18 |
| Automobile | 9.79 | 8.53 |
| Communication | 7.34 | 2.87 |
| Energy | 14.6 | 7.42 |
| Services | 2.11 | 9.45 |
| Technology | 6.75 | 5.45 |
| Materials | 4.93 | 4.59 |
| Construction | 4.11 | 5.06 |
| Chemicals | 0.69 | 0.95 |
| Healthcare | 10.28 | 8.7 |
| Financial | 17.64 | 22.85 |
| Metals & Mining | 7.49 | 2.59 |
| Consumer Staples | 2.23 | 5.6 |
| Capital Goods | 6.17 | 11.07 |
| Consumer Discretionary | 1.34 | 2.07 |
| Diversified | 0.46 | - |
| Textiles | 0.79 | 0.61 |
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