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Sundaram Large Cap Fund Regular Plan vs Mahindra Manulife Large Cap Fund compare

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tortoise-icon Mahindra Manulife Large Cap Fund - Regular Plan - Growth

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tortoise-icon Sundaram Large Cap 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 Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
Fund Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹749 Cr ₹3394 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 Mar 2019 01 Oct 2020
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI
Turn Over 101% 23%
Expense Ratio 2.35 1.93
Manager Abhinav Khandelwal Sudhir Kedia
ISIN Code INF174V01697 INF903JA1IZ3
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 Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Month -0.45% -1%
6 Month 0.1% -0.02%
1 Year 7.83% 3.65%
3 Year 14.07% 11.72%
5 Year 14.59% 13.28%

SIP Return Analysis

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month 3.22% 2.13%
1 Year 11.93% 8.84%
3 Year 12.59% 9.82%
5 Year 12.79% 11.15%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 10.31% 11.14%
3 Year 15.1% 14.21%
5 Year 17.77% 15.42%

Risk Management

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 12.28% 11.12%
Sharp 0.54% 0.42%
Beta 0.99% 0.90%
Alpha -0.94% -2.21%

Fund Managers

Scheme Name Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth
Name Abhinav Khandelwal Sudhir Kedia
Total AUM ₹5522 Cr ₹10423 Cr
Funds Managed 5 8
Mahindra Manulife Large Cap Fund - Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 7.01 3.14
Large Cap 84.52 85.8
Mid Cap 6.95 8.81
Small Cap 1.52 2.26

Sector Allocation

Scheme Name

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 0.55 2.22
Energy 7.64 9.53
Industrials 8.8 6.89
Technology 11.53 8.94
Consumer Cyclical 11.46 14.68
Consumer Defensive 5.54 7.11
Financial Services 37.98 32.12
Healthcare 3.66 5.49
Basic Materials 5.05 4.15
Communication Services 5.4 6.97
Real Estate 0.94 -
Utilities 1.45 1.89

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