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) | ₹756 Cr | ₹55879 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 | -1.81% | -2.08% |
| 6 Month | 1.49% | 2.25% |
| 1 Year | 9.22% | 9.02% |
| 3 Year | 14.78% | 14.54% |
| 5 Year | 14.19% | 14.74% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 6 Month | 2.85% | 2.62% |
| 1 Year | 11.62% | 12.55% |
| 3 Year | 11.87% | 12.02% |
| 5 Year | 12.35% | 12.86% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 1 Year | 10.15% | 12.27% |
| 3 Year | 15.05% | 12.83% |
| 5 Year | 17.45% | 13.8% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Standard Deviation | 11.79% | 11.31% |
| Sharp | 0.72% | 0.8% |
| Beta | 0.97% | 0.88% |
| Alpha | -0.05% | 0.85% |
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 | 7.73 | 8.95 |
| Large Cap | 83.94 | 79.55 |
| Mid Cap | 6.8 | 10.34 |
| Small Cap | 1.53 | 1.15 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Others | 1.83 | 4.28 |
| Energy | 8.32 | 6.96 |
| Industrials | 8.46 | 7.61 |
| Technology | 11.38 | 5.73 |
| Consumer Cyclical | 11.38 | 13.87 |
| Consumer Defensive | 5.89 | 8.64 |
| Financial Services | 36.86 | 32.78 |
| Healthcare | 3.56 | 5.51 |
| Basic Materials | 4.62 | 10.97 |
| Communication Services | 5.41 | 2.75 |
| Real Estate | 0.88 | - |
| Utilities | 1.41 | 0.89 |
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