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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 | -4.51% | -3.84% |
| 6 Month | -18.32% | -15.27% |
| 1 Year | -6.2% | 2.92% |
| 3 Year | 12.42% | 12.48% |
| 5 Year | 22.2% | 18.96% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -12.09% | -11.33% |
| 1 Year | -24.72% | -18.71% |
| 3 Year | 8.41% | 10.06% |
| 5 Year | 14.66% | 14.27% |
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 | 0.43% | 0.357% |
| Beta | 0.95% | 0.998% |
| Alpha | -2.32% | -1.131% |
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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 | 2.94 | 3.47 |
| Large Cap | 42.67 | 52.13 |
| Mid Cap | 38.33 | 35.95 |
| Small Cap | 16.06 | 8.46 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.46 | 3.47 |
| Communication Services | 4.01 | 5.74 |
| Energy | 6.73 | 6.53 |
| Financial Services | 30.22 | 23.3 |
| Technology | 9.16 | 7.5 |
| Industrials | 8 | 12.24 |
| Consumer Cyclical | 15.51 | 16.44 |
| Consumer Defensive | 4.88 | 5.14 |
| Healthcare | 9.51 | 9.93 |
| Basic Materials | 6.5 | 4.8 |
| Utilities | 2.03 | 2.39 |
| Real Estate | - | 2.54 |
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