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) | ₹2629 Cr | ₹31296 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 | 4.17% | 4.58% |
6 Month | 2.9% | 5.22% |
1 Year | 1.37% | 6.23% |
3 Year | 21.73% | 22.95% |
5 Year | 24.94% | 25.57% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | 12.14% | 10.48% |
1 Year | 13.92% | 15.14% |
3 Year | 18.22% | 19.03% |
5 Year | 18.91% | 19.86% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Year | 24.12% | 14.46% |
3 Year | 22.64% | 14.87% |
5 Year | 21.82% | 14.98% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | 14.10% | 12.15% |
Sharp | 1.04% | 1.26% |
Beta | 0.94% | 0.84% |
Alpha | 1.93% | 3.94% |
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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 | 2.42 | 4.29 |
Large Cap | 38.73 | 39.88 |
Mid Cap | 43.95 | 38.41 |
Small Cap | 14.9 | 17.42 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 2.42 | 4.29 |
Petroleum Products | 2.38 | 3.45 |
Finance | 9.48 | 2.79 |
Retailing | 2.07 | 1.37 |
Healthcare Services | 1.23 | 0.58 |
Textiles & Apparels | 0.89 | 2.26 |
Banks | 17.38 | 23 |
Electrical Equipment | 4.19 | - |
Leisure Services | 1.75 | 1.79 |
Aerospace & Defense | 2.09 | - |
Construction | 1.6 | 2.3 |
Pharmaceuticals & Biotechnology | 9.37 | 10.26 |
Capital Markets | 3.24 | 2.92 |
Agricultural Food & other Products | 1.11 | - |
Power | 1.54 | 1.74 |
Telecom - Services | 6.06 | 1.73 |
Non - Ferrous Metals | 0.83 | 2.51 |
Automobiles | 2.52 | - |
Insurance | 2.9 | - |
Gas | 1.51 | 0.31 |
IT - Software | 8.49 | 5.37 |
Personal Products | 1.04 | 2.9 |
Oil | 0.45 | - |
Chemicals & Petrochemicals | 2.19 | 0.57 |
Cement & Cement Products | 2.34 | 4.78 |
Industrial Products | 2.94 | 1.43 |
Fertilizers & Agrochemicals | 2.25 | - |
Transport Services | 1.91 | 0.85 |
Auto Components | 2.09 | 8.37 |
Industrial Manufacturing | 1.74 | 1.58 |
Diversified FMCG | - | 1.5 |
Ferrous Metals | - | 3.33 |
Consumer Durables | - | 4.53 |
Agricultural, Commercial & Construction Vehicles | - | 2.04 |
Food Products | - | 0.47 |
Beverages | - | 0.98 |
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