Mahindra Manulife Large Cap Fund vs Sundaram Large Cap Fund Regular Plan compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹705 Cr | ₹3280 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Mar 2019 | 01 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 | 2.35 | 1.93 |
| Manager | Abhinav Khandelwal | Sudhir Kedia |
| ISIN Code | INF174V01697 | INF903JA1IZ3 |
| 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 | Sundaram Large Cap 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 | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.6% | 3.77% |
| 6 Month | 4.75% | 4.18% |
| 1 Year | 5.46% | 2.84% |
| 3 Year | 14.22% | 12.42% |
| 5 Year | 18.42% | 16.72% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.95% | 1.54% |
| 1 Year | 10.93% | 8.12% |
| 3 Year | 13.3% | 10.77% |
| 5 Year | 13.29% | 11.84% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.54% | 12.5% |
| 3 Year | 15.3% | 14.7% |
| 5 Year | 17.9% | - |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.34% | 11.43% |
| Sharp | 0.57% | 0.52% |
| Beta | 0.98% | 0.91% |
| Alpha | -1.21% | -1.71% |
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 |
| Funds Managed | 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 |
|---|---|---|
| Others | 4.86 | 8.97 |
| Large Cap | 87.74 | 81.71 |
| Mid Cap | 5.13 | 7.07 |
| Small Cap | 2.26 | 2.26 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.74 | 8.03 |
| Energy | 7.06 | 9.48 |
| Industrials | 8.09 | 6.63 |
| Technology | 10.25 | 8.45 |
| Consumer Cyclical | 10.86 | 10.99 |
| Healthcare | 3.74 | 5.14 |
| Consumer Defensive | 7.27 | 6.24 |
| Financial Services | 37.09 | 31.99 |
| Basic Materials | 6.53 | 4.48 |
| Real Estate | 0.65 | - |
| Communication Services | 4.77 | 6.53 |
| Utilities | 1.95 | 2.04 |
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