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) | ₹705 Cr | ₹1016 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 | 1.59% | 1.45% |
| 6 Month | 3.18% | 7.98% |
| 1 Year | 4.13% | 6.41% |
| 3 Year | 13.05% | - |
| 5 Year | 17.01% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 1.32% | 3.31% |
| 1 Year | 9.33% | 15.98% |
| 3 Year | 12.03% | - |
| 5 Year | 12.33% | - |
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 | 12.32% | - |
| Sharp | 0.57% | - |
| Beta | 0.98% | - |
| Alpha | -1.22% | - |
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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