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SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Mahindra Manulife Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Fund | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹587 Cr | ₹1044 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Mar 2019 | 31 Jan 2024 |
| Category | Large Cap | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 50 Equal Weight TRI |
| Turn Over | 101% | % |
| Expense Ratio | 2.35 | 1.02 |
| Manager | Abhinav Khandelwal | Viral Chhadva |
| ISIN Code | INF174V01697 | INF200KA18Z7 |
| 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 Nifty50 Equal Weight Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Month | 3.88% | 3.33% |
| 6 Month | 0.55% | -2.02% |
| 1 Year | 7.74% | 6.19% |
| 3 Year | 13.78% | - |
| 5 Year | 20.34% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 3.6% | 3.28% |
| 1 Year | 0.78% | -0.98% |
| 3 Year | 14.88% | - |
| 5 Year | 15.36% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 15.21% | 6.48% |
| 3 Year | 15.48% | - |
| 5 Year | 15.92% | - |
Risk Management
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 12.761% | - |
| Sharp | 0.415% | - |
| Beta | 0.944% | - |
| Alpha | -1.519% | - |
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Fund Managers
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Name | Abhinav Khandelwal | Viral Chhadva |
| Total AUM | ₹5522 Cr | ₹0 Cr |
| Funds Managed | 5 | 1 |
| Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 5.1 | 2.1 |
| Large Cap | 83.74 | 93.91 |
| Mid Cap | 7.26 | 3.99 |
| Small Cap | 3.91 | - |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 3.18 | 0.17 |
| Energy | 7.8 | 9.97 |
| Technology | 9.98 | 9.75 |
| Consumer Defensive | 7.01 | 10.55 |
| Industrials | 11.63 | 5.7 |
| Healthcare | 5.53 | 7.54 |
| Financial Services | 34.18 | 22.35 |
| Basic Materials | 5.43 | 11.91 |
| Consumer Cyclical | 9.13 | 16.15 |
| Communication Services | 4.02 | 2.03 |
| Utilities | 2.11 | 3.87 |
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