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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Chart Comparison

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)	₹2420 Cr	₹6470 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	1.96	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	3.2%	2.88%
6 Month	-5.97%	-4.23%
1 Year	-1.74%	6.64%
3 Year	14.38%	14.96%
5 Year	24.43%	23.11%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	1.25%	0.39%
1 Year	-6.97%	-4.99%
3 Year	14.7%	15.31%
5 Year	17.59%	16.74%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	27.08%	11.53%
3 Year	23.63%	14.16%
5 Year	20.22%	12.49%

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	13.32%	14.877%
Sharp	0.4%	0.357%
Beta	0.95%	0.998%
Alpha	-2.87%	-1.131%

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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	5.82	3.47
Large Cap	45.11	52.13
Mid Cap	35.71	35.95
Small Cap	13.36	8.46

Scheme Name	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	5.81	3.47
Communication Services	5.06	5.74
Energy	3.96	6.53
Financial Services	31.63	23.3
Industrials	6.95	12.24
Consumer Cyclical	15.09	16.44
Consumer Defensive	4.11	5.14
Technology	8.07	7.5
Healthcare	8.38	9.93
Basic Materials	7.55	4.8
Utilities	3.39	2.39
Real Estate	-	2.54