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) | ₹2688 Cr | ₹6789 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 | 1.94 | 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 | -3.07% | 0.8% |
6 Month | 11.01% | 12.5% |
1 Year | -3.34% | 0.3% |
3 Year | 16.12% | 15.8% |
5 Year | 22.23% | 20.53% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 2.31% | 3.6% |
1 Year | 1.39% | 3.89% |
3 Year | 12.98% | 14.32% |
5 Year | 15.47% | 15.27% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 22.85% | 10.83% |
3 Year | 22.3% | 14.22% |
5 Year | 24.65% | 12.76% |
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% | 13.68% |
Sharp | 0.85% | 0.73% |
Beta | 0.96% | 0.98% |
Alpha | -1.35% | 0.80% |
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 | 6.15 | 5.3 |
Large Cap | 37.76 | 45.65 |
Mid Cap | 37.73 | 37.21 |
Small Cap | 18.36 | 11.84 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 3.47 | 2.13 |
Energy | 2.95 | 6.6 |
Financial Services | 29.58 | 26.53 |
Technology | 9.33 | 3.55 |
Consumer Defensive | 1.93 | 5.95 |
Basic Materials | 7.29 | 7.94 |
Consumer Cyclical | 5.06 | 15.72 |
Healthcare | 15.98 | 9.95 |
Industrials | 15.28 | 9.09 |
Utilities | 1.47 | 2.74 |
Communication Services | 5.23 | 7.15 |
Real Estate | 2.42 | 2.64 |
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