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SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Mahindra Manulife Large Cap Fund compare

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tortoise-icon Mahindra Manulife Large Cap Fund - Regular Plan - Growth

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tortoise-icon SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹705 Cr ₹1017 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 0.24% 1.23%
6 Month 4.9% 10.41%
1 Year 2.35% 3.48%
3 Year 14.7% -
5 Year 18.15% -

SIP Return Analysis

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
6 Month 1.18% 4.08%
1 Year 9.66% 17.49%
3 Year 12.76% -
5 Year 12.98% -

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
1 Year 11.54% 2.67%
3 Year 15.3% -
5 Year 17.9% -

Risk Management

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Standard Deviation 12.34% -
Sharp 0.57% -
Beta 0.98% -
Alpha -1.21% -

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 4.86 3.98
Large Cap 87.74 92.07
Mid Cap 5.13 3.95
Small Cap 2.26 -

Sector Allocation

Scheme Name

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

Others 1.74 -0.06
Energy 7.06 8.02
Industrials 8.09 8.08
Technology 10.25 9.88
Consumer Cyclical 10.86 16.05
Healthcare 3.74 9.89
Consumer Defensive 7.27 8.04
Financial Services 37.09 22.03
Basic Materials 6.53 12.09
Real Estate 0.65 -
Communication Services 4.77 1.96
Utilities 1.95 4.02

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