Mahindra Manulife Large Cap Fund vs SBI Blue Chip Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
SBI Large Cap Fund-Regular Plan Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
---|---|---|
Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹704 Cr | ₹52421 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Mar 2019 | 14 Feb 2006 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | BSE 100 TRI |
Turn Over | 101% | 15% |
Expense Ratio | 2.35 | 1.5 |
Manager | Abhinav Khandelwal | Pradeep Kesavan |
ISIN Code | INF174V01697 | INF200K01180 |
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 Blue Chip Fund - Regular Plan - 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 Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
---|---|---|
1 Month | 1.89% | 2.13% |
6 Month | 12.59% | 12.88% |
1 Year | -2.57% | 0.11% |
3 Year | 12.86% | 13.51% |
5 Year | 18.31% | 18.83% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
---|---|---|
6 Month | 2.2% | 3.26% |
1 Year | 9% | 10.56% |
3 Year | 13.19% | 13.42% |
5 Year | 13.26% | 13.84% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
---|---|---|
1 Year | 11.9% | 12.73% |
3 Year | 15.39% | 12.54% |
5 Year | 17.01% | 13.52% |
Risk Management
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
---|---|---|
Standard Deviation | 12.48% | 11.31% |
Sharp | 0.51% | 0.64% |
Beta | 0.97% | 0.89% |
Alpha | -0.31% | 0.99% |
Fund Managers
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
---|---|---|
Name | Abhinav Khandelwal | Pradeep Kesavan |
Total AUM | ₹5522 Cr | ₹434274 Cr |
Funds Managed | 5 | 43 |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
Market Cap
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
SBI Large Cap Fund-Regular Plan Growth |
---|---|---|
Others | 5.82 | 4.7 |
Large Cap | 86.51 | 81.92 |
Mid Cap | 5.99 | 11.79 |
Small Cap | 1.68 | 1.59 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
SBI Large Cap Fund-Regular Plan Growth |
---|---|---|
Others | 2.59 | 4.7 |
Energy | 6.77 | 7.6 |
Industrials | 8.45 | 7.09 |
Technology | 10.39 | 4.95 |
Consumer Cyclical | 8.12 | 12.69 |
Healthcare | 4.74 | 5.37 |
Consumer Defensive | 9.32 | 9.84 |
Financial Services | 36.7 | 33.12 |
Basic Materials | 6.13 | 11.04 |
Communication Services | 4.77 | 2.64 |
Utilities | 2.02 | 0.97 |
Real Estate | - | 0 |
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