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) | ₹705 Cr | ₹52830 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 | 0.24% | 0.77% |
6 Month | 4.9% | 8.08% |
1 Year | 2.35% | 2.82% |
3 Year | 14.7% | 15.6% |
5 Year | 18.15% | 19.01% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
---|---|---|
6 Month | 0.01% | 1.3% |
1 Year | 7.48% | 10.49% |
3 Year | 12.06% | 12.7% |
5 Year | 12.49% | 13.3% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
---|---|---|
1 Year | 11.54% | 12.54% |
3 Year | 15.3% | 12.64% |
5 Year | 17.9% | 13.6% |
Risk Management
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
---|---|---|
Standard Deviation | 12.34% | 11.31% |
Sharp | 0.57% | 0.75% |
Beta | 0.98% | 0.89% |
Alpha | -1.21% | 0.77% |
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 | 4.86 | 3.06 |
Large Cap | 87.74 | 83.58 |
Mid Cap | 5.13 | 11.66 |
Small Cap | 2.26 | 1.7 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
SBI Large Cap Fund-Regular Plan Growth |
---|---|---|
Others | 1.74 | 3.06 |
Energy | 7.06 | 7.49 |
Industrials | 8.09 | 7.57 |
Technology | 10.25 | 5.47 |
Consumer Cyclical | 10.86 | 13.83 |
Healthcare | 3.74 | 5.64 |
Consumer Defensive | 7.27 | 9.45 |
Financial Services | 37.09 | 32.91 |
Basic Materials | 6.53 | 11.02 |
Real Estate | 0.65 | - |
Communication Services | 4.77 | 2.6 |
Utilities | 1.95 | 0.97 |
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