SBI Large & MIDCap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2777 Cr | ₹37443 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2019 | 25 May 2005 |
| 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 | 1.6 |
| Manager | Abhinav Khandelwal | Pradeep Kesavan |
| ISIN Code | INF174V01911 | INF200K01305 |
| 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 | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Month | -2.11% | -1.83% |
| 6 Month | -4.02% | 0.31% |
| 1 Year | 5.75% | 11.18% |
| 3 Year | 15.82% | 17.26% |
| 5 Year | 16.84% | 18.02% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 1% | 2.18% |
| 1 Year | 9.55% | 14.11% |
| 3 Year | 11.1% | 14.87% |
| 5 Year | 13.54% | 16.2% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 19.81% | 13.51% |
| 3 Year | 20.81% | 15.33% |
| 5 Year | 21.99% | 15.2% |
Risk Management
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 13.32% | 11.75% |
| Sharp | 0.76% | 1.06% |
| Beta | 0.99% | 0.8% |
| Alpha | -2.37% | 1.23% |
Fund Managers
| Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Pradeep Kesavan |
| Total AUM | ₹5522 Cr | ₹434274 Cr |
| Funds Managed | 5 | 43 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 6.58 | 11.5 |
| Large Cap | 47.49 | 34.42 |
| Mid Cap | 32.35 | 40.51 |
| Small Cap | 13.58 | 13.57 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 3.85 | 5.93 |
| Energy | 3.61 | 4.43 |
| Financial Services | 28 | 21.46 |
| Technology | 11.75 | 4.99 |
| Consumer Cyclical | 7.98 | 15.35 |
| Basic Materials | 7.72 | 16.06 |
| Consumer Defensive | 0.29 | 6.91 |
| Healthcare | 15.43 | 12.12 |
| Industrials | 12.26 | 9.41 |
| Utilities | 2.18 | 1.77 |
| Communication Services | 5.27 | 1.58 |
| Real Estate | 1.65 | - |
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