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) | ₹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 |
Top Comparisons
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.66%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.38%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.61%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.26%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns13.72%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns16.18%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns19.19%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns16.72%