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) | ₹2629 Cr | ₹31296 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 | 3.85% | 2.71% |
6 Month | -2.39% | -0.86% |
1 Year | 0.25% | 6.39% |
3 Year | 20.31% | 21.96% |
5 Year | 25.37% | 25.93% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | 9.3% | 7.12% |
1 Year | 5.98% | 7.32% |
3 Year | 16.59% | 17.33% |
5 Year | 18.06% | 18.97% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Year | 24.12% | 14.46% |
3 Year | 22.64% | 14.87% |
5 Year | 21.82% | 14.98% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | 15.86% | 11.83% |
Sharp | 0.76% | 1.1% |
Beta | 1.07% | 0.81% |
Alpha | -3.44% | 1.27% |
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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 | 4.27 | 5.68 |
Large Cap | 44.05 | 41.02 |
Mid Cap | 39.66 | 37.08 |
Small Cap | 12.02 | 16.22 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 4.27 | 5.68 |
Petroleum Products | 2.47 | 3.54 |
Finance | 11.25 | 2.87 |
Retailing | 2.19 | 1.06 |
Healthcare Services | 1.1 | 0.6 |
Textiles & Apparels | 0.94 | 2.29 |
Banks | 17.55 | 23.08 |
Leisure Services | 1.77 | 2 |
Pharmaceuticals & Biotechnology | 9.57 | 10.27 |
Automobiles | 2.67 | - |
Electrical Equipment | 2.19 | - |
Capital Markets | 3.96 | 2.77 |
Agricultural Food & other Products | 1.28 | - |
Power | 1.76 | 2.03 |
Telecom - Services | 6.46 | 1.89 |
Non - Ferrous Metals | 1.1 | 2.43 |
Insurance | 3.07 | - |
Gas | 1.48 | 0.33 |
IT - Software | 8.35 | 6.46 |
Personal Products | 1.15 | 2.56 |
Oil | 0.46 | - |
Chemicals & Petrochemicals | 0.82 | 0.71 |
Fertilizers & Agrochemicals | 2.49 | - |
Cement & Cement Products | 2.55 | 4.21 |
Other Utilities | 0.1 | - |
Industrial Products | 2.62 | 1.31 |
Transport Services | 2.9 | 0.76 |
Auto Components | 1.73 | 8.01 |
Industrial Manufacturing | 1.75 | 1.43 |
Construction | - | 2.08 |
Diversified FMCG | - | 1.55 |
Ferrous Metals | - | 2.2 |
Consumer Durables | - | 4.3 |
Agricultural, Commercial & Construction Vehicles | - | 2.02 |
Food Products | - | 0.45 |
Beverages | - | 1.11 |
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