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) | ₹738 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 | 2.04% | 1.53% |
| 6 Month | 4.49% | 7.75% |
| 1 Year | 4.16% | 8.82% |
| 3 Year | 13.12% | - |
| 5 Year | 15.75% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 3.54% | 4.34% |
| 1 Year | 14.23% | 19.03% |
| 3 Year | 13.16% | - |
| 5 Year | 12.95% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 10.49% | 2.67% |
| 3 Year | 15.14% | - |
| 5 Year | 17.85% | - |
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 | 8.4 | 5.15 |
| Large Cap | 84.98 | 90.93 |
| Small Cap | 1.51 | - |
| Mid Cap | 5.11 | 3.92 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 3.43 | 0.78 |
| Energy | 7.35 | 7.97 |
| Industrials | 7.42 | 8.13 |
| Technology | 10.64 | 9.9 |
| Consumer Cyclical | 10.77 | 14.88 |
| Consumer Defensive | 5.9 | 8.03 |
| Financial Services | 37.15 | 22.41 |
| Healthcare | 3.73 | 9.69 |
| Basic Materials | 5.61 | 12.27 |
| Communication Services | 5.42 | 2.06 |
| Real Estate | 0.99 | - |
| Utilities | 1.57 | 3.89 |
Top Comparisons
Franklin Build India Fund Growth Plan
3Y Returns24.33%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns23.84%
Nippon India Short Duration Fund-Growth Plan
3Y Returns7.66%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.49%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.73%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.57%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns32.25%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns21.72%