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) | ₹2784 Cr | ₹35514 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 | -0.84% | 0.99% |
| 6 Month | 2.29% | 7.4% |
| 1 Year | -0.18% | 6.12% |
| 3 Year | 15.07% | 16.24% |
| 5 Year | 19.37% | 20.42% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.49% | 4.47% |
| 1 Year | 13.21% | 19% |
| 3 Year | 13.48% | 17% |
| 5 Year | 15.15% | 17.58% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 20.65% | 13.65% |
| 3 Year | 21.44% | 15.26% |
| 5 Year | 22.21% | 15.16% |
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 | 0.74% | 0.91% |
| Beta | 0.98% | 0.81% |
| Alpha | -2.18% | 0.06% |
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 | 3.92 | 4.42 |
| Large Cap | 38.26 | 42.81 |
| Mid Cap | 42.13 | 38.82 |
| Small Cap | 15.69 | 13.95 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 3.92 | 4.42 |
| Petroleum Products | 1.09 | 4.43 |
| Finance | 5.33 | 2.7 |
| IT - Software | 6.94 | 3.68 |
| Personal Products | 1.72 | 3.24 |
| Ferrous Metals | 2.27 | 3.9 |
| Retailing | 0.87 | 1.47 |
| Healthcare Services | 4.13 | 0.57 |
| Banks | 19.49 | 19.24 |
| Aerospace & Defense | 1.78 | - |
| Pharmaceuticals & Biotechnology | 13.43 | 12.32 |
| Realty | 3.3 | - |
| Automobiles | 3.13 | - |
| Power | 1.43 | 1.47 |
| Telecom - Services | 4.73 | 1.45 |
| Capital Markets | 4.16 | 2.89 |
| Consumer Durables | 2.27 | 7.88 |
| Electrical Equipment | 1.19 | - |
| Auto Components | 3.6 | 8.66 |
| Chemicals & Petrochemicals | 2.55 | 0.38 |
| Leisure Services | 0.94 | 1.75 |
| Industrial Products | 3.44 | 2.12 |
| Cement & Cement Products | 2.35 | 4.23 |
| Consumable Fuels | 0.68 | - |
| Fertilizers & Agrochemicals | 0.48 | - |
| Transport Services | 1.1 | 0.98 |
| Insurance | 1.41 | - |
| Industrial Manufacturing | 2.27 | 0.63 |
| Construction | - | 2.07 |
| Diversified FMCG | - | 1.39 |
| Non - Ferrous Metals | - | 2.33 |
| Agricultural, Commercial & Construction Vehicles | - | 2.15 |
| Food Products | - | 0.6 |
| Beverages | - | 1.32 |
| Textiles & Apparels | - | 1.73 |
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