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) | ₹749 Cr | ₹55637 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 | -0.18% | 0.24% |
| 6 Month | 2.88% | 4.19% |
| 1 Year | 5.09% | 5.9% |
| 3 Year | 13.55% | 13.99% |
| 5 Year | 14.78% | 14.82% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 6 Month | 2.93% | 3.03% |
| 1 Year | 13.54% | 15.08% |
| 3 Year | 12.83% | 13.09% |
| 5 Year | 12.7% | 13.31% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| 1 Year | 10.31% | 12.37% |
| 3 Year | 15.1% | 12.76% |
| 5 Year | 17.77% | 13.78% |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.28% | 11.31% |
| Sharp | 0.54% | 0.7% |
| Beta | 0.99% | 0.88% |
| Alpha | -0.94% | 0.78% |
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 | 7.01 | 5.66 |
| Large Cap | 84.52 | 82.59 |
| Mid Cap | 6.95 | 10.59 |
| Small Cap | 1.52 | 1.15 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
SBI Large Cap Fund-Regular Plan Growth |
|---|---|---|
| Others | 0.55 | 3.26 |
| Energy | 7.64 | 8.24 |
| Industrials | 8.8 | 7.21 |
| Technology | 11.53 | 5.77 |
| Consumer Cyclical | 11.46 | 14.55 |
| Consumer Defensive | 5.54 | 9.29 |
| Financial Services | 37.98 | 31.33 |
| Healthcare | 3.66 | 5.63 |
| Basic Materials | 5.05 | 11.06 |
| Communication Services | 5.4 | 2.76 |
| Real Estate | 0.94 | - |
| Utilities | 1.45 | 0.92 |
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