SBI Blue Chip Fund vs Mahindra Manulife Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
SBI Large Cap Fund-Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹705 Cr | ₹52830 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Mar 2019 | 14 Feb 2006 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | BSE 100 TRI |
| Turn Over | 101% | 15% |
| Expense Ratio | 2.35 | 1.5 |
| Manager | Abhinav Khandelwal | Pradeep Kesavan |
| ISIN Code | INF174V01697 | INF200K01180 |
| Exits Load | Mahindra Manulife Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | SBI Blue Chip Fund - Regular Plan - 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 Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 1 Month | 2.11% | 2.11% |
| 6 Month | 4.2% | 6.74% |
| 1 Year | 4.55% | 5.25% |
| 3 Year | 14.53% | 15.09% |
| 5 Year | 17.89% | 18.58% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 6 Month | 1.95% | 2.73% |
| 1 Year | 10.93% | 13.07% |
| 3 Year | 13.3% | 13.65% |
| 5 Year | 13.29% | 13.95% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 1 Year | 11.54% | 12.54% |
| 3 Year | 15.3% | 12.64% |
| 5 Year | 17.9% | 13.6% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.34% | 11.31% |
| Sharp | 0.57% | 0.75% |
| Beta | 0.98% | 0.89% |
| Alpha | -1.21% | 0.77% |
Fund Managers
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Pradeep Kesavan |
| Total AUM | ₹5522 Cr | ₹434274 Cr |
| Funds Managed | 5 | 43 |
| Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Others | 4.86 | 3.06 |
| Large Cap | 87.74 | 83.58 |
| Mid Cap | 5.13 | 11.66 |
| Small Cap | 2.26 | 1.7 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Others | 1.74 | 3.06 |
| Energy | 7.06 | 7.49 |
| Industrials | 8.09 | 7.57 |
| Technology | 10.25 | 5.47 |
| Consumer Cyclical | 10.86 | 13.83 |
| Healthcare | 3.74 | 5.64 |
| Consumer Defensive | 7.27 | 9.45 |
| Financial Services | 37.09 | 32.91 |
| Basic Materials | 6.53 | 11.02 |
| Real Estate | 0.65 | - |
| Communication Services | 4.77 | 2.6 |
| Utilities | 1.95 | 0.97 |
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