Sundaram Large Cap Fund Regular Plan vs Mahindra Manulife Large Cap Fund compare
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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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