Sundaram Large and Midcap Fund Regular Plan vs Mahindra Manulife Large & Mid Cap Fund compare

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Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2688 Cr	₹6789 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	31 Dec 2019	27 Feb 2007
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	119%	25%
Expense Ratio	1.94	1.85
Manager	Abhinav Khandelwal	Ashish Aggarwal
ISIN Code	INF174V01911	INF903J01DT1
Exits Load	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	-2.84%	-0.13%
6 Month	11.78%	12.72%
1 Year	-4.71%	-0.81%
3 Year	16.67%	16.21%
5 Year	21.94%	20.19%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	2.05%	3.51%
1 Year	3.97%	6.32%
3 Year	14.3%	15.67%
5 Year	16.38%	16.18%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	22.85%	10.83%
3 Year	22.3%	14.22%
5 Year	24.65%	12.76%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	13.32%	13.68%
Sharp	0.85%	0.73%
Beta	0.96%	0.98%
Alpha	-1.35%	0.80%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Abhinav Khandelwal	Ashish Aggarwal
Total AUM	₹5522 Cr	₹9635 Cr
Funds Managed	5	7
	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	6.15	5.3
Large Cap	37.76	45.65
Mid Cap	37.73	37.21
Small Cap	18.36	11.84

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	3.47	2.13
Energy	2.95	6.6
Financial Services	29.58	26.53
Technology	9.33	3.55
Consumer Defensive	1.93	5.95
Basic Materials	7.29	7.94
Consumer Cyclical	5.06	15.72
Healthcare	15.98	9.95
Industrials	15.28	9.09
Utilities	1.47	2.74
Communication Services	5.23	7.15
Real Estate	2.42	2.64