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) | ₹730 Cr | ₹3471 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 | -3.19% | -1.63% |
6 Month | 6.18% | 4.67% |
1 Year | -2.85% | -1.83% |
3 Year | 14.6% | 13.45% |
5 Year | 18.66% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 2.78% | 2.59% |
1 Year | 4.14% | 2.33% |
3 Year | 13.77% | 11.49% |
5 Year | 14.19% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 11.9% | 13.13% |
3 Year | 15.39% | 15.06% |
5 Year | 17.01% | - |
Risk Management
Scheme Name | Mahindra Manulife Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.69% | 12.21% |
Sharp | 0.91% | 0.83% |
Beta | 0.93% | 0.91% |
Alpha | -0.49% | -1.56% |
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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 | 5.48 | 5.94 |
Large Cap | 85.18 | 82.36 |
Mid Cap | 7.24 | 9.07 |
Small Cap | 2.1 | 2.63 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.24 | 4.93 |
Energy | 7.49 | 9.37 |
Industrials | 8.77 | 7.24 |
Technology | 10.87 | 9.25 |
Consumer Cyclical | 8.21 | 9.47 |
Healthcare | 4.73 | 6.96 |
Consumer Defensive | 8.37 | 6.06 |
Financial Services | 36.36 | 34.03 |
Basic Materials | 5.94 | 4.13 |
Communication Services | 5.32 | 6.66 |
Utilities | 1.69 | 1.9 |
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