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) | ₹709 Cr | ₹3391 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 | 0.16% | 0.65% |
6 Month | 9.65% | 7.32% |
1 Year | -1.15% | -0.07% |
3 Year | 13.66% | 12.41% |
5 Year | 18.71% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 1.42% | 2.09% |
1 Year | 3.29% | 2.26% |
3 Year | 12.25% | 10.34% |
5 Year | 13% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 11.9% | 13.13% |
3 Year | 15.39% | 15.06% |
5 Year | 17.01% | - |
Risk Management
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.47% | 11.61% |
Sharp | 0.64% | 0.59% |
Beta | 0.97% | 0.90% |
Alpha | -0.46% | -1.04% |
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 | 5.82 | 6.74 |
Large Cap | 86.51 | 81.95 |
Mid Cap | 5.99 | 9.13 |
Small Cap | 1.68 | 2.17 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.59 | 5.78 |
Energy | 6.77 | 9.25 |
Industrials | 8.45 | 6.47 |
Technology | 10.39 | 8.56 |
Consumer Cyclical | 8.12 | 9.83 |
Healthcare | 4.74 | 7.15 |
Consumer Defensive | 9.32 | 6.1 |
Financial Services | 36.7 | 34.1 |
Basic Materials | 6.13 | 4.33 |
Communication Services | 4.77 | 6.48 |
Utilities | 2.02 | 1.94 |
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