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 | ₹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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