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Mahindra Manulife Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare

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tortoise-icon Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
Fund Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2647 Cr ₹34065 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Dec 2019 25 May 2005
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 119% 25%
Expense Ratio 1.94 1.6
Manager Abhinav Khandelwal Pradeep Kesavan
ISIN Code INF174V01911 INF200K01305
Exits Load Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month 0.69% 0.17%
6 Month 9.75% 10.17%
1 Year -1.45% 3.1%
3 Year 17.01% 17.11%
5 Year 22.16% 23.3%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month 1.13% 2.05%
1 Year 9.75% 12.78%
3 Year 13.56% 15.91%
5 Year 15.42% 17.21%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year 22.01% 14.02%
3 Year 21.98% 15.11%
5 Year 23.38% 15.09%

Risk Management

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation 13.32% 11.75%
Sharp 0.71% 0.91%
Beta 0.98% 0.81%
Alpha -2.18% 0.45%

Fund Managers

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
Name Abhinav Khandelwal Pradeep Kesavan
Total AUM ₹5522 Cr ₹434274 Cr
Funds Managed 5 43
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth

Market Cap

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 5 5.75
Large Cap 40.96 37.79
Mid Cap 36.73 40.79
Small Cap 17.31 15.66

Sector Allocation

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 2.39 4.41
Energy 2.29 4.26
Financial Services 27.67 24.87
Technology 11.14 4.19
Consumer Defensive 1.82 6.14
Basic Materials 7.77 17.26
Consumer Cyclical 7.46 14.43
Industrials 15.6 9.66
Healthcare 15.25 11.95
Utilities 1.43 1.42
Communication Services 4.95 1.42
Real Estate 2.25 -

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