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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) | ₹2613 Cr | ₹6651 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 | 2.55% | 2.09% |
| 6 Month | 17.13% | 15.84% |
| 1 Year | -4.96% | -2.26% |
| 3 Year | 14.72% | 14.29% |
| 5 Year | 21.74% | 19.96% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.97% | 3.78% |
| 1 Year | 8.96% | 9.7% |
| 3 Year | 14.28% | 15.18% |
| 5 Year | 15.88% | 15.49% |
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% | 13.60% |
| Sharp | 0.65% | 0.57% |
| Beta | 0.97% | 0.98% |
| Alpha | -1.73% | 0.69% |
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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