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Mahindra Manulife Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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tortoise-icon Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

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tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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