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) | ₹704 Cr | ₹3302 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 | 2.68% | 1.81% |
6 Month | 12.73% | 10.87% |
1 Year | -1.88% | -3.36% |
3 Year | 13.91% | 12.5% |
5 Year | 18.5% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 2.2% | 1.87% |
1 Year | 9% | 5.71% |
3 Year | 13.19% | 10.52% |
5 Year | 13.26% | - |
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 | 12.48% | 11.64% |
Sharp | 0.51% | 0.43% |
Beta | 0.97% | 0.91% |
Alpha | -0.31% | -1.27% |
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 | 5.33 | 6.2 |
Large Cap | 86.57 | 82.84 |
Mid Cap | 5.83 | 8.68 |
Small Cap | 2.27 | 2.28 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.28 | 5.23 |
Energy | 6.84 | 8.97 |
Industrials | 8.45 | 6.49 |
Technology | 10.67 | 8.68 |
Consumer Cyclical | 9.91 | 10.63 |
Healthcare | 4.23 | 7.09 |
Consumer Defensive | 10.21 | 6.51 |
Financial Services | 34.14 | 33.64 |
Basic Materials | 6.52 | 4.24 |
Communication Services | 4.83 | 6.55 |
Utilities | 1.92 | 1.95 |
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