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Aditya Birla Sun Life MidCap Fund vs Mahindra Manulife Mid Cap Fund compare

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

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tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹4260 Cr ₹6278 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 -2.62% -1.77%
6 Month 1.4% 0.94%
1 Year -3.09% 0.14%
3 Year 22.84% 19.84%
5 Year 23.58% 20.45%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
6 Month 0.61% 1.17%
1 Year 11.06% 14.19%
3 Year 16.96% 16.16%
5 Year 19.26% 16.82%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
1 Year 11.36% 19.29%
3 Year 24% 18.6%
5 Year 25.67% 15.84%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
Standard Deviation 15.37% 13.87%
Sharp 1.04% 0.88%
Beta 0.96% 0.94%
Alpha 0.62% -2.36%

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 15.04 10.13
Mid Cap 67 63.88
Small Cap 11.16 21.18
Large Cap 6.79 4.82

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Aditya Birla Sun Life MidCap Fund-Growth

Others 2.56 1.14
Industrials 19.51 11.87
Financial Services 25.82 23.76
Healthcare 12.65 7.68
Technology 6.6 12.81
Basic Materials 7.65 15.09
Consumer Defensive 4.65 1.06
Utilities 2.73 2.3
Communication Services 3.05 1.06
Consumer Cyclical 11.94 17.5
Energy 1.21 -
Real Estate 1.62 5.73

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