Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 3.2% 2.88%
6 Month -5.97% -4.23%
1 Year -1.74% 6.64%
3 Year 14.38% 14.96%
5 Year 24.43% 23.11%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month 1.25% 0.39%
1 Year -6.97% -4.99%
3 Year 14.7% 15.31%
5 Year 17.59% 16.74%

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 0.4% 0.357%
Beta 0.95% 0.998%
Alpha -2.87% -1.131%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 5.82 3.47
Large Cap 45.11 52.13
Mid Cap 35.71 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 5.81 3.47
Communication Services 5.06 5.74
Energy 3.96 6.53
Financial Services 31.63 23.3
Industrials 6.95 12.24
Consumer Cyclical 15.09 16.44
Consumer Defensive 4.11 5.14
Technology 8.07 7.5
Healthcare 8.38 9.93
Basic Materials 7.55 4.8
Utilities 3.39 2.39
Real Estate - 2.54

Top Comparisons

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns18.29%

VS

PGIM India Large Cap Fund - Growth PGIM India Large Cap Fund - Growth

3Y Returns12.36%

Compare Now

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns14.56%

VS

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

3Y Returns17%

Compare Now

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns19.57%

VS

Nippon India Focused Equity Fund -Growth Plan -Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

3Y Returns13.76%

Compare Now

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns16%

VS

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns11.89%

Compare Now
Add to Cart Successfully