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) | ₹749 Cr | ₹3394 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 | 0.75% | 0.38% |
| 6 Month | 3.44% | 3.1% |
| 1 Year | 4.15% | 1.91% |
| 3 Year | 13.39% | 11.26% |
| 5 Year | 15.26% | 14.02% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.93% | 2.4% |
| 1 Year | 13.54% | 11.14% |
| 3 Year | 12.83% | 10.37% |
| 5 Year | 12.7% | 11.26% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.49% | 11.52% |
| 3 Year | 15.14% | 14.26% |
| 5 Year | 17.85% | 15.95% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.28% | 11.12% |
| Sharp | 0.54% | 0.42% |
| Beta | 0.99% | 0.90% |
| Alpha | -0.94% | -2.21% |
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 | 8.4 | 3.96 |
| Large Cap | 84.98 | 84.77 |
| Small Cap | 1.51 | 2.17 |
| Mid Cap | 5.11 | 9.1 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.43 | 2.99 |
| Energy | 7.35 | 9.45 |
| Industrials | 7.42 | 6.78 |
| Technology | 10.64 | 8.55 |
| Consumer Cyclical | 10.77 | 14.79 |
| Consumer Defensive | 5.9 | 7.34 |
| Financial Services | 37.15 | 31.64 |
| Healthcare | 3.73 | 5.17 |
| Basic Materials | 5.61 | 4.37 |
| Communication Services | 5.42 | 6.94 |
| Real Estate | 0.99 | - |
| Utilities | 1.57 | 1.97 |
Top Comparisons
Tata Quant Fund-Regular Plan-Growth
3Y Returns%
HSBC Business Cycles Fund - Regular Growth
3Y Returns18.77%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns17.08%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns18.51%
ITI Multi Cap Fund Regular - Growth
3Y Returns18%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns16.47%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns20.04%