Sundaram Large Cap Fund Regular Plan vs Mahindra Manulife Large Cap Fund compare

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tortoise-icon Mahindra Manulife Large Cap Fund - Regular Plan - Growth

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tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
Fund Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹511 Cr ₹3530 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 08 Mar 2019 05 Oct 2020
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI
Turn Over 101% 23%
Expense Ratio 2.37 1.9
Manager Abhinav Khandelwal Sudhir Kedia
ISIN Code INF174V01697 INF903JA1IZ3
Exits Load Exit load of 1% if redeemed within 3 months./365 For units in excess of 25% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Month 1.03% 1.21%
6 Month 19.36% 14.15%
1 Year 37.57% 30.4%
3 Year 16.81% 14.74%
5 Year 19.45% 17.6%

SIP Return Analysis

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month - -
1 Year 14.47% 11.37%
3 Year 31.07% 28.16%
5 Year 60.22% 36.71%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 19.49% 15.39%
3 Year 46.61% 37.18%
5 Year 66.83% 40.81%

Risk Management

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 11.79% 11.94%
Sharp 0.89% 0.79%
Beta 0.91% 0.91%
Alpha 0.51% -0.84%

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Fund Managers

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
Name Abhinav Khandelwal Sudhir Kedia
Total AUM ₹5522 Cr ₹10423 Cr
Fund Manage 5 8
Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Sundaram Large Cap Fund Regular Plan - Growth

Large Cap 81.5 90.26
Mid Cap 11.79 3.54
Others 3.36 5.73
Small Cap 3.35 0.45

Sector Allocation

Scheme Name

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Sundaram Large Cap Fund Regular Plan - Growth

Banks 26.66 -
Petroleum Products 7.61 -
IT - Software 11.43 -
Construction 4.56 6.03
Diversified FMCG 4.03 -
Telecom - Services 3.26 -
Cement & Cement Products 3.08 -
Automobiles 4.97 -
Personal Products 2.48 -
Power 3.68 -
Retailing 3.52 -
Pharmaceuticals & Biotechnology 4.32 -
Consumer Durables 2.15 -
Finance 2 -
Gas 2 -
Food Products 1.84 -
Oil 1.5 -
Others 1.92 1.19
Insurance 1.41 0.59
Industrial Manufacturing 1.35 -
Chemicals & Petrochemicals 1.33 -
Auto Components 1.89 -
Agricultural Food & other Products 1.18 -
Industrial Products 0.96 -
Non - Ferrous Metals 0.87 -
Financial - 33.77
Energy - 11.41
Technology - 9.59
Communication - 4.94
Healthcare - 6.38
Automobile - 5.93
Consumer Staples - 8.61
Services - 5.81
Materials - 2.54
Consumer Discretionary - 0.91
Metals & Mining - 1.12
Capital Goods - 1.16

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