Mahindra Manulife Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
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 | 2.08% | 1.48% |
| 6 Month | 8.1% | 8.73% |
| 1 Year | 1.8% | 5.03% |
| 3 Year | 15.77% | 16.11% |
| 5 Year | 21.46% | 22.66% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.26% | 2.49% |
| 1 Year | 13.16% | 14.14% |
| 3 Year | 13.55% | 15.54% |
| 5 Year | 15.06% | 16.64% |
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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