Aditya Birla Sun Life MidCap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3990 Cr | ₹6205 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jan 2018 | 03 Oct 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 116% | 16% |
Expense Ratio | 1.88 | 1.87 |
Manager | Abhinav Khandelwal | Dhaval Joshi |
ISIN Code | INF174V01473 | INF209K01363 |
Exits Load | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Month | -3.42% | -1.25% |
6 Month | 5.71% | 9.06% |
1 Year | -5.7% | -1.28% |
3 Year | 24.28% | 19.84% |
5 Year | 28.45% | 26.33% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | 5.77% | 8.21% |
1 Year | 4.13% | 10.07% |
3 Year | 22.33% | 20.82% |
5 Year | 23.24% | 20.52% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Year | 15.01% | 20.02% |
3 Year | 24.77% | 18.45% |
5 Year | 24.96% | 15.6% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Standard Deviation | 15.91% | 13.87% |
Sharp | 1.34% | 1.1% |
Beta | 0.93% | 0.92% |
Alpha | 0.93% | -3.69% |
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Fund Managers
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Name | Abhinav Khandelwal | Dhaval Joshi |
Total AUM | ₹5522 Cr | ₹361932 Cr |
Funds Managed | 5 | 55 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
Market Cap
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 12 | 7.92 |
Large Cap | 10.24 | 6.19 |
Mid Cap | 66.18 | 67.6 |
Small Cap | 11.58 | 18.28 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 5.01 | 3.67 |
Energy | 2.84 | - |
Industrials | 16.44 | 11.94 |
Financial Services | 18.21 | 22.92 |
Technology | 8.29 | 9.1 |
Healthcare | 10.32 | 12.04 |
Basic Materials | 9.23 | 15.62 |
Consumer Defensive | 7.38 | 2.8 |
Utilities | 3.16 | 2.6 |
Communication Services | 3.64 | 1.2 |
Consumer Cyclical | 14.06 | 14.25 |
Real Estate | 1.41 | 3.87 |
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