Mahindra Manulife Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2420 Cr | ₹6470 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Dec 2019 | 27 Feb 2007 |
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 | 1.96 | 1.85 |
Manager | Abhinav Khandelwal | Ashish Aggarwal |
ISIN Code | INF174V01911 | INF903J01DT1 |
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 | Sundaram Large and Mid Cap Fund - 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 & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | 1.49% | 1.45% |
6 Month | -0.89% | -1.68% |
1 Year | -0.25% | 5.76% |
3 Year | 17.26% | 18.43% |
5 Year | 26.51% | 25.07% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.36% | 4.86% |
1 Year | 0.59% | 2.49% |
3 Year | 16.19% | 16.93% |
5 Year | 18.09% | 17.32% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 27.08% | 11.53% |
3 Year | 23.63% | 14.16% |
5 Year | 20.22% | 12.49% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.32% | 14.877% |
Sharp | 0.58% | 0.357% |
Beta | 0.94% | 0.998% |
Alpha | -2.6% | -1.131% |
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Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | Abhinav Khandelwal | Ashish Aggarwal |
Total AUM | ₹5522 Cr | ₹9635 Cr |
Funds Managed | 5 | 7 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 3.49 | 3.47 |
Large Cap | 47.7 | 52.13 |
Mid Cap | 35.45 | 35.95 |
Small Cap | 13.36 | 8.46 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 3.49 | 3.47 |
Telecom - Services | 5 | - |
Petroleum Products | 3.52 | - |
Finance | 10.8 | - |
Retailing | 3.49 | - |
Healthcare Services | 0.85 | - |
Diversified FMCG | 1.61 | - |
Textiles & Apparels | 0.84 | - |
Banks | 14.41 | - |
Leisure Services | 1.52 | - |
Pharmaceuticals & Biotechnology | 9.79 | - |
Automobiles | 3.02 | - |
Electrical Equipment | 1.53 | - |
Capital Markets | 4.71 | - |
Agricultural Food & other Products | 1.34 | - |
Power | 1.78 | - |
Non - Ferrous Metals | 1.28 | - |
Insurance | 2.77 | - |
Gas | 1.59 | - |
IT - Software | 7.85 | - |
Personal Products | 1.07 | - |
Oil | 0.42 | - |
Auto Components | 3.47 | - |
Fertilizers & Agrochemicals | 2.54 | - |
Cement & Cement Products | 2.53 | - |
Other Utilities | 0.62 | - |
Industrial Products | 2.8 | - |
Transport Services | 2.93 | - |
Industrial Manufacturing | 2.43 | - |
Energy | - | 6.53 |
Technology | - | 7.5 |
Communication Services | - | 5.74 |
Basic Materials | - | 4.8 |
Industrials | - | 12.24 |
Financial Services | - | 23.3 |
Healthcare | - | 9.93 |
Consumer Cyclical | - | 16.44 |
Real Estate | - | 2.54 |
Consumer Defensive | - | 5.14 |
Utilities | - | 2.39 |
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