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) | ₹3994 Cr | ₹6008 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 | 3.2% | 3.51% |
| 6 Month | 8.74% | 10.02% |
| 1 Year | 1.37% | 1.73% |
| 3 Year | 23.59% | 19.83% |
| 5 Year | 27.61% | 24.55% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | -0.12% | -0.31% |
| 1 Year | 5.61% | 7.46% |
| 3 Year | 16.86% | 15.24% |
| 5 Year | 19.47% | 16.57% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 13.81% | 19.77% |
| 3 Year | 24.35% | 18.44% |
| 5 Year | 25.31% | 15.68% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 15.36% | 15.53% |
| Sharp | 1.04% | 0.83% |
| Beta | 0.96% | 0.94% |
| Alpha | 0.63% | -2.25% |
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 | 13.17 | 8.79 |
| Mid Cap | 67.48 | 65.81 |
| Large Cap | 9.78 | 3.95 |
| Small Cap | 9.57 | 21.45 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 3.95 | 2.88 |
| Industrials | 19.55 | 11.8 |
| Financial Services | 18.36 | 20.63 |
| Technology | 7.06 | 11.09 |
| Healthcare | 15.04 | 10.41 |
| Energy | 1.29 | - |
| Basic Materials | 7.91 | 16.17 |
| Consumer Defensive | 4.93 | 2.8 |
| Utilities | 3 | 2.23 |
| Communication Services | 3.04 | 1.09 |
| Consumer Cyclical | 14.26 | 17.13 |
| Real Estate | 1.61 | 3.76 |
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