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) | ₹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 |
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