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) | ₹738 Cr | ₹54688 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 | 1.25% | 1.26% |
| 6 Month | 3.88% | 5.19% |
| 1 Year | 5.07% | 6.48% |
| 3 Year | 12.88% | 13.52% |
| 5 Year | 15.91% | 16% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 6 Month | 3.37% | 3.57% |
| 1 Year | 13.92% | 15.28% |
| 3 Year | 13.4% | 13.58% |
| 5 Year | 13.25% | 13.81% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 1 Year | 10.57% | 12.44% |
| 3 Year | 15.15% | 12.73% |
| 5 Year | 17.91% | 13.73% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.32% | 11.31% |
| Sharp | 0.57% | 0.72% |
| Beta | 0.98% | 0.88% |
| Alpha | -1.22% | 0.55% |
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 | 8.4 | 5.27 |
| Large Cap | 84.98 | 82.12 |
| Small Cap | 1.51 | 1.27 |
| Mid Cap | 5.11 | 11.34 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Others | 3.43 | 5.26 |
| Energy | 7.35 | 7.88 |
| Industrials | 7.42 | 7.47 |
| Technology | 10.64 | 5.66 |
| Consumer Cyclical | 10.77 | 13.39 |
| Consumer Defensive | 5.9 | 8.9 |
| Financial Services | 37.15 | 30.57 |
| Healthcare | 3.73 | 5.94 |
| Basic Materials | 5.61 | 11.22 |
| Communication Services | 5.42 | 2.74 |
| Real Estate | 0.99 | - |
| Utilities | 1.57 | 0.97 |
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