Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹756 Cr ₹1028 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 -3.8% -3.13%
6 Month -0.84% 1.97%
1 Year 8.18% 10.91%
3 Year 13.14% -
5 Year 13.03% -

SIP Return Analysis

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
6 Month -1.52% -1.15%
1 Year 2.09% 5.81%
3 Year 9.53% -
5 Year 11.03% -

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
1 Year 10.15% 4.88%
3 Year 15.05% -
5 Year 17.45% -

Risk Management

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Standard Deviation 11.98% -
Sharp 0.66% -
Beta 0.98% -
Alpha -0.69% -

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 7.73 3.99
Large Cap 83.94 92.11
Mid Cap 6.8 3.89
Small Cap 1.53 -

Sector Allocation

Scheme Name

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

Others 1.83 -0.03
Energy 8.32 8.02
Industrials 8.46 7.96
Technology 11.38 9.76
Consumer Cyclical 11.38 16.09
Consumer Defensive 5.89 8
Financial Services 36.86 22.09
Healthcare 3.56 9.88
Basic Materials 4.62 12.25
Communication Services 5.41 1.99
Real Estate 0.88 -
Utilities 1.41 4.01

Top Comparisons

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.89%

VS

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6.91%

Compare Now

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns15.6%

VS

QUANT COMMODITIES FUND REGULAR PLAN GROWTH QUANT COMMODITIES FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

Mirae Asset Flexi Cap Fund - Regular Plan - Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth

3Y Returns0%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns20.15%

Compare Now

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns14.84%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns12.87%

Compare Now
Add to Cart Successfully